Reilly Financial Group

Securities offered through @CommonwealthFN, Member finra.org sipc.org bit.ly/cfnterms

Starting in 2025, employers can match student loan payments with retirement contributions, boosting financial wellness without extra cost to employees. Learn how to implement this dual-benefit program effectively: bit.ly/3HfQVBE #studentloanmatch

Looking for guidance on retirement? Register here: zoom.us/meeting/regist…

Another smashing success for the Annual RFG Women's Event! As always, our (birthday girl!) shining star Annmarie Woods lead an engaging, informative, and fun evening. Thank you to all who came out, it was a blast! We hope to see you next year.

From tariff uncertainty to market swings, volatility was the name of the game. Read what Chris Fasciano, chief market strategist, Investment Management & Research, has to say about what this means for your portfolio in the months ahead. bit.ly/3FLKdTc #marketoutlook

Get your green on! 🍀

We are thrilled to announce a new addition to our team! Amanda Vasta has joined us as our Practice Manager. Outside of the office, you can find her and her husband on the sidelines of their kids' many sporting events. Welcome, Amanda! We are lucky to have you on board.

Don't leave your financial future in the shadows- plan today for a brighter tomorrow!

Enjoy this month's tip about financial wellness & social media.

Kate Reilly was named Partner in her tenth year at the firm. Kate says, ““I am unbelievably excited to dedicate ‘myself to guiding my clients, both current and future, throughout their financial journeys.”

January is the time for goal setting. As you look forward to the new year, consider "more time with family" as one of your goals. It's always a great investment. My granddaughter Maeve can agree!

Happy New Year! A lot of exciting events for RFG this year, stay tuned...

Happy Holidays!

Had a blast at our annual team holiday lunch last week (with a special new addition to the RFG Family -- Maeve Lobeck!). As always, huge thank you to Metuchen GCC for hosting us and bringing the cheer!