| Celebrating Growth, Gratitude, and a Major Milestone Abich Financial Services began in 2008 when Abe Abich set out to build a practice centered on retirement income planning and financial education. From the beginning, his goal was to help individuals and families better understand the decisions surrounding retirement and consider how each piece fits into their broader financial picture. After Abe and Shelly married in 2015, they joined forces to lead Abich Financial Services as a family firm. Shelly brought experience in public education and the new business division of a Fortune 500 company, along with a passion for serving older adults. Together, they helped shape a firm focused on thoughtful planning, clear communication, and a personal client experience. Today, that shared vision continues to guide Abich Financial as the firm grows. This August, we are proud to share an exciting milestone: both Abich Financial Services Inc. and Abich Financial Wealth Management, LLC have been recognized on the 2026 Inc. 5000 list of fast-growing private companies in America. We are grateful for this recognition and even more grateful for the clients, families, team members, and community relationships that have been part of the journey. Two Abich Financial Companies Recognized by Inc. 5000 Abich Financial Services Inc. Abich Financial Services Inc. earned the No. 2,630 spot on the 2026 Inc. 5000 list. This marks the fifth time the company has received this recognition. Abich Financial Services also ranked: No. 116 in the Washington, D.C. metro area No. 214 in the Financial Services industry No. 115 in Virginia 5-time Inc. 5000 honoree Abich Financial Wealth Management, LLC Abich Financial Wealth Management, LLC made its first appearance on the Inc. 5000 list, earning the No. 338 spot nationally. The company also ranked: No. 12 in the Washington, D.C. metro area No. 24 in the Financial Services industry No. 13 in Virginia First-time Inc. 5000 honoree Growing While Staying Focused on What Matters Recognition like this gives us an opportunity to reflect on how far Abich Financial Services has come since Abe first started the company in 2008. What started with a focus on retirement education and personalized planning has evolved into a team that helps individuals and families take a closer look at the many considerations that shape retirement. Abe and Shelly Abich have continued to build the firm around education, relationships, and a comprehensive approach to retirement planning. While the organization has grown, the goal remains to help each client evaluate their options and make informed decisions based on their individual goals, needs, and financial circumstances. We are thankful to everyone who has played a part in that growth and look forward to continuing to serve our clients and community in the years ahead. An August Check-In for Your Retirement Plan The second half of the year can be a useful time to review where you stand financially. Retirement planning is not something that happens only once. Changes in income, investments, taxes, healthcare needs, family circumstances, or retirement goals may all affect the strategies you are using. Consider using this time of year to review your retirement income plan, investment allocation, Social Security strategy, tax considerations, required minimum distributions, beneficiary designations, and other pieces of your broader financial picture. If it has been a while since you reviewed your retirement strategy, it may be a good time to revisit your goals, current circumstances, and the risks and tradeoffs that could influence your plans in the years ahead. Schedule a Complimentary Consultation with Abich Financial Services. 📚 Fresh Insights and Helpful Reads This month, we’re highlighting a few of the latest resources from the Abich Financial blog covering retirement withdrawals, retirement plan options, and taxes in retirement. 💵 How Long Will Your Money Last in Retirement? Smart Withdrawal Strategies Retirement savings need to support you through changing markets, inflation, spending needs, and other financial considerations. This article explores the 4% rule, dynamic withdrawal strategies, planning for market downturns, and other factors to consider when building a retirement income plan. 📈 Types of Retirement Plans: Which Option Is Right for You? From workplace retirement plans to individual accounts, different options come with their own tax treatment, contribution rules, and investment features. Learn about qualified and non-qualified plans and some of the factors to consider when evaluating which options may fit your broader retirement strategy. 🧾 Is Retirement Income Taxable? What You Need to Know Before You Retire Taxes can affect retirement income differently depending on where that income comes from. This article looks at Social Security, pensions, retirement accounts, and other income sources to help you better understand the tax considerations that may become part of your retirement planning. For more retirement planning resources and helpful insights: 📚 Visit AbichFinancial.com/blog Continue the Conversation Whether you are approaching retirement, already enjoying retirement, or simply evaluating what comes next, your financial strategy should continue to evolve with your life. The Abich Financial team can help you take a closer look at your financial picture, explore potential planning options, and consider how different strategies may align with your retirement goals. Schedule a Complimentary Consultation 🎙 From The Retirement Key Podcast Retirement involves more than reaching a certain age or account balance. It means bringing together the different pieces of your financial life into a strategy designed around how you want to live. On The Retirement Key Podcast, Abe and the Abich Financial team explore topics that can affect both the Retirement Ascent and Retirement Descent, including income planning, investments, Social Security, taxes, healthcare, and legacy considerations. Catch up on the latest episode and explore previous conversations for additional retirement planning insights. With you through the bears and the bulls, Abe Abich & the Abich Financial Team |
Disclosures: This newsletter is for informational purposes only and does not constitute financial advice. Investments involve risks, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a financial advisor to tailor investment strategies to your individual circumstances.
Investment advisory services offered through Abich Financial Wealth Management, LLC. a Registered Investment Advisor firm. Insurance services are offered through Abich Financial Services Inc.#127820.
Tax and/or legal advice is not offered by Abich Financial Services. Please consult with your tax professional or legal advisor for further guidance on tax or legal matters. Disclosures: Abich Financial Wealth Management and Abich Financial Services were recognized in the 2026 Inc. 5000 rankings on August 11, 2026. Applications were submitted on January 20, 2026. Rankings were based on independently verified revenue growth from 2022 through 2025. An application fee was paid to participate, and a logo licensing fee was paid for marketing use. No additional compensation was provided. This award is not indicative of investment performance or the quality of investment advisory services and should not be construed as an endorsement by any client