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How a Fixed Indexed Annuity Can Work for You in 2026

How a Fixed Indexed Annuity Can Work for You in 2026

by Kenny | Jul 23, 2026 | Weekly Newsletter

As Americans continue preparing for retirement in an uncertain economic environment, many are looking for ways to protect their savings while still having the opportunity for growth. With inflation, market volatility, and changing interest rate expectations continuing...
The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

The Biggest Retirement Risk Isn’t the Market—It’s Having No Plan

by Kenny | Jul 15, 2026 | Weekly Newsletter

When people think about retirement, they often focus on one thing: the stock market. They worry about the next downturn, the next recession, or the next headline predicting financial uncertainty. While market volatility is certainly something to consider, it may not...
Why Financial Confidence Starts With a Plan, Not a Product

Why Financial Confidence Starts With a Plan, Not a Product

by Kenny | Jul 9, 2026 | Weekly Newsletter

Retirement isn’t built on luck—it’s built on preparation. While investment performance, insurance coverage, and market conditions all play important roles, one factor often has the greatest impact on long-term success: having a comprehensive financial plan....
Why a Retirement Income Plan Matters More Than Your Investment Returns

Why a Retirement Income Plan Matters More Than Your Investment Returns

by Kenny | Jul 1, 2026 | Weekly Newsletter

Many people spend decades focused on growing their retirement savings. They watch the markets, contribute to retirement accounts, and celebrate when their balances increase. But when retirement finally arrives, one question becomes far more important than, “How...
The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

by Kenny | Jun 26, 2026 | Weekly Newsletter

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of...
The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It

by Kenny | Jun 17, 2026 | Weekly Newsletter

Many Americans spend years preparing for retirement. They contribute to their 401(k)s, open IRAs, purchase insurance, and work diligently to build their nest egg. Yet one of the biggest mistakes retirees and pre-retirees make isn’t failing to create a financial...
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Mott Investment Services

2864 Hwy 27 Suite #F North Brunswick, NJ 08902

Toll Free: (800) 259-1001

Local: (732) 297-3355

Fax: (732) 297-3323

Alan.Mott@nsac.net

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    Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Mott Tax Advisory Services/Mott Investment Services, LLC and JWCA are unaffiliated entities. For a copy of JWCA’s Form CRS or JWCA’s disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically. Copyright @motttaxinvestments.com