JULY 2026

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Common mistakes that derail generational wealth

Via Due.com

Some of the most damaging mistakes in wealth transfer happen long before anyone inherits a single dollar. A few missed steps now can create taxes, conflict, and confusion later.

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The wealth factor outside your personal control

Via CBS News
Buying a home has long been one very popular path to building wealth. But what if the path is already determined before your own income ever enters the picture?
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Choosing between annuities and 401(k)s 

Via Due.com

Retirement planning is not always about choosing one specific type of account over another. The better question to ask yourself is what role each tool should be playing in your plan.

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What happens if a life insurer fails

Via Clark.com
Life insurance companies can fail, and the safety net that kicks in is not the same as what covers your bank account. Knowing how the protection works can change how you choose a policy.

JUNE 2026

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Via JD Supra
A large inheritance can fade quickly without the right guardrails. Multi-generational trusts can help protect assets from taxes, probate, creditors, and poor decisions. This tool may be worth a closer look.
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Via Finance Mastering

Two people can earn the same income and end up in very different places. Net worth cuts through the noise and reveals the full picture. Are you measuring progress with the right number?

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VIA LinkedIn

These five powerful and carefully considered shifts in mindset, communication, and daily practice can fundamentally help you grow into a more influential, respected, and impactful leader..

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Via Go Banking Rates

So your life insurance application just got denied. Before you give up, here are three moves that can very likely change what happens next, starting with the exact reason you were probably declined.

MAY 2026

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Via Financial Mastering
Most people guess their life insurance number or follow a one-size-fits-all rule.. A simple formula can help you calculate what your family would actually need without overpaying or falling short. Are you carrying the right amount or leaving gaps?
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Via ASI Central
Succession planning isn’t just about retirement. It’s about protecting your business, your team, and everything you’ve built from disruption or loss. With most family businesses failing to transition successfully, what steps are you missing right now?
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VIA Cotality
Record levels of home equity aren’t translating into greater financial stability.. Explore the underlying reasons this wealth stays locked away and what's preventing homeowners from using it to support spending or reduce financial pressure.
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Via WealthManagement.com
A fictional storyline offers a practical lens into real succession risks. Look at how missed conversations, lack of preparation, and unclear decision-making authority can create instability, even when legal structures appear solid from the outside.

APRIL 2026

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Via Kiplinger
You received a big check from your loved one's life insurance policy. Now you are wondering, will the IRS be expecting a check from you?
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Via Kiplinger

A phase-based approach tied to your finances – not your birth year – can help you build wealth whether you’re starting out or catching up.

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VIA Business News Daily
There is no surefire formula for instant success, but you can boost your business's growth with a few of these tips from startup founders.
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Via Kiplinger

Even modest changes in retirement income can raise Medicare premiums. Here is how a small increase can affect your costs.

MARCH 2026

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VIA NerdWallet

From temporary income replacement to lifelong coverage with cash value growth, each type of life insurance serves a different purpose. Which one aligns best with your financial priorities?

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VIA Investopedia

Boosting your retirement goals in 2026 may offer your some new opportunities. Take a closer look at the revised rules and consider how adjusting your strategy could strengthen your long-term plan.

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VIA Due.com
With rising costs and tighter budgets, many households are rethinking how they are going to manage money in 2026. You might be surprised by what they’re cutting and what they’re keeping.
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Via Kiplinger
The IRS is rolling out updates that could impact everything from child tax credits to how side hustles are reported. What’s changed, what’s gone, and what could catch you off guard when you file?

FEBRUARY 2026

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VIA CBS News
The federal government’s new pricing deals affect 15 widely used medications. Find out which ones made the list and what these changes mean for your wallet.​
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VIA Kiplinger

The 'Common Man' rule is for the 'armchair' retiree. It’s a conservative way to live comfortably until you pass and then leave the rest to your heirs.​

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VIA Due.com

Retirees can face a tough trade-off: secure a reliable income for life or leave a meaningful legacy. What if there were a way for you to protect both?​

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Via Moneywise
If you’re over certain ages, 2026 could bring an unexpected impact to your retirement savings. Find out what steps to take now so you won’t be scrambling later.​
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 Jason A. Frederico
CFP®, ChFC®, CLU®, RICP®, CLTC®


​Park Avenue Securities Form CRS

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400 . Securities products and advisory services offered through PAS, member FINRA, SIPC. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.  CA Insurance License #0G14394. 7031678.2 Exp. 9/28
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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