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Your Retirement Plan May Look Complete—But Is It Truly Connected?

Your Retirement Plan May Look Complete—But Is It Truly Connected?

by Kenny | Aug 20, 2026 | Weekly Newsletter

Most people do not build their retirement strategy all at once. They accumulate different financial products and accounts throughout their lives. A 401(k) may come from a former employer. An IRA may be held somewhere else. Life insurance might have been purchased...
The Human Advantage: Why Financial Advice Matters More in the Age of AI

The Human Advantage: Why Financial Advice Matters More in the Age of AI

by Kenny | Aug 13, 2026 | Weekly Newsletter

Artificial intelligence is changing nearly every industry, and financial services are no exception. Today, consumers have access to sophisticated calculators, retirement projections, investment research, budgeting applications, and AI-powered tools that can provide...
Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk

Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk

by Kenny | Aug 6, 2026 | Weekly Newsletter

As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you’ve worked so hard to build? For many Americans, market volatility has made that decision more challenging than...
Life Insurance in 2026: It’s More Than a Death Benefit

Life Insurance in 2026: It’s More Than a Death Benefit

by Kenny | Jul 29, 2026 | Weekly Newsletter

When many people hear the words “life insurance,” they immediately think about protecting loved ones after they’re gone. While that remains one of its most important purposes, today’s life insurance solutions can offer much more. In 2026, life...
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...
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Mott Investment Services

2864 Hwy 27 Suite #F North Brunswick, NJ 08902

Toll Free: (800) 259-1001

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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