October is National Financial Planning Month, making it the perfect time to check if your finances are ready for the year ahead. It also kicks off Medicare Open Enrollment (Oct. 15–Dec. 7), a key season for retirees to review health coverage and costs. Together, these...
Now that we’re halfway through 2025, it’s the ideal moment to pause and review your financial strategy. For pre-retirees and retirees, a mid‑year check-in is more than a feel-good exercise—it’s innovative financial stewardship. As life shifts and policies evolve,...
June 28 marks National Insurance Awareness Day—a timely checkpoint to review the cornerstone of many retirement and estate plans: life insurance. Whether you’re a pre-retiree preparing for your next chapter or already enjoying retirement, this day is a reminder to...
Market volatility can be unsettling, especially when headlines scream about stock market drops and economic uncertainty. Recently, concerns about a slowing U.S. economy led to a sharp market selloff, with the Dow dropping as much as 1,100 points before recovering some...
As tax season approaches, it’s crucial to implement effective strategies to minimize your tax liability and maximize your financial well-being. Here are some key approaches to consider: Maximize Retirement Contributions Contributing to tax-advantaged retirement...
As the calendar turns to a new year, January brings a renewed focus on health, including financial wellness. Declared Financial Wellness Month, January is a reminder to take stock of your financial health and implement strategies to achieve long-term security. Whether...
