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Friday, December 26, 2025

As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with...

Friday, December 12, 2025

As people transition into the later stages of their lives, their thoughts inevitably turn toward the complicated matters to be addressed upon their death. Having an Estate Plan in place can significantly ease the burden of those...

Friday, November 28, 2025

There are lots of positives to adulthood. You make your own money, you make your own rules, and you make your own decisions. But with freedom comes responsibility, and one of those responsibilities is making plans for the future....

Friday, November 14, 2025

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to society...

Friday, October 31, 2025

When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record (i.e....

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Friday, October 17, 2025

As we roll into Fall, we want to remind you that the Medicare annual open enrollment period begins October 15th and ends December 7th. During this time, Medicare beneficiaries can re-shop and/or change their healthcare plans or Part D...

Friday, October 3, 2025

Turning 50 isn't just a birthday milestone—it's when the IRS allows you to "catch up" on your savings with catch-up contributions. For those in their early 60s, their savings potential has been supercharged thanks to the SECURE 2.0...

Friday, September 19, 2025

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Friday, September 5, 2025

One of the biggest decisions to make in retirement is ensuring you have the health care coverage you need, when you need it. Medicare can be a complicated program to navigate and as you approach the time in which you can begin...

Friday, August 22, 2025

Watching a parent depend on others to perform the typical tasks of daily living is difficult. And offering to help – or pushing your parent to admit they need help – can feel awkward and difficult (you never outgrow being their child)...

Friday, August 8, 2025

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....