January marks a meaningful turning point each year for individuals and families who want to take control of their financial future. As tax documents begin to arrive, IRMAA brackets reset, and required minimum distributions (RMDs) start again, many people naturally begin reassessing their broader financial picture. It’s a time when questions rise to the surface and intentions for the year ahead take shape.

In my conversations with clients, January often brings renewed focus to topics like tax planning, Social Security strategies, Medicare updates, market uncertainty, and long‑term retirement planning. Even small changes in these areas can significantly influence financial security over time. That’s why the start of the year is an ideal moment to revisit your plan and make sure you’re positioned for success in 2026 and beyond.

If you have questions on any of these issues—whether they’re top of mind or simply lingering in the background—I’m here as a resource. There’s no pressure and no obligation, just a conversation designed to help bring clarity and confidence to your financial strategy.

If you’d like to reconnect or review your plan, you can easily schedule time on my calendar:

https://m.levitate.ai/752391-3l8s6k/Meeting-With-Drew-Stevens

Here’s to a strong start to the year—and to the peace of mind that comes from thoughtful, proactive planning.