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Monday, October 13, 2025Financial steps to prepare for Alzheimer’s and dementia
More than 7 million Americans have Alzheimer's disease, according to a 2025 report from the Alzheimer's Association. The emotional toll of watching a loved one struggle with the memory loss, depression, anxiety and cognitive decline is already overwhelming — but the financial burden can be significant too. Hopefully this disease will never touch your family, but it's important to be financially prepared just in case. By planning to cover long-term care costs and creating a financial strategy for
Monday, October 13, 2025Making the Most of Medicare Open Enrollment
When you turn 65, Medicare becomes a vital part of your health care coverage. But signing up is just the beginning. Many people don't realize that Medicare isn't a "set it and forget it" program. In fact, you have the opportunity — and often the need — to review and adjust your coverage every single year. The annual Medicare Open Enrollment period, which runs from Oct. 15 through Dec. 7 each year, is your chance to take a fresh look at your health care needs and make sure your Medicare plan still fits
Monday, October 06, 2025A retiree's guide for National Financial Security Month
If you're retired, it's easy to let your finances go on autopilot. Since October is National Retirement Security Month, it's a good time to revisit some areas that can impact your long-term financial security and help your money last a lifetime. Consider these suggestions: • Manage your withdrawal rate. You'll likely need to tap into your retirement accounts — your IRA and 401(k) or similar employer-sponsored plan. But think carefully about how much income you withdraw every year. If you take out too
Monday, September 15, 2025Look at your financial situation holistically
When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for your work, home or pets. It's a holistic approach — looking at your trip from a variety of angles. It's wise to apply that same holistic thinking when you plan for your financial future — that is, bringing into the picture all elements of yourself. Here are some things that may affect your financial strategy: Your views
Monday, September 08, 2025Planning your business exit: Start with the end in mind
If you own a business, you've probably spent countless hours thinking about how to grow it, manage daily operations and serve your customers. But have you thought about how you'll eventually step away from it? While it might seem premature, planning your successful exit from your business is one of the smartest moves you can make as an owner. The reality is that most business owners have 80% to 90% of their net worth tied up in their companies, according to the Exit Planning Institute. That's a
Monday, September 01, 2025Life insurance: Protecting what matters most
September is Life Insurance Awareness Month and the perfect time to consider whether you have adequate coverage to protect your loved ones. While no one likes to think about what would happen if they weren't around, doing so is an act of love. Life insurance is fundamentally about protecting your loved ones should something happen to you. If you pass away, your family will not only face the challenges of grief and loss but they could also find themselves financially strapped. Life insurance can help
Monday, August 25, 2025Let a financial advisor help plan for life's curveballs
No matter what stage of your life you’re in — caring for children, working toward retirement or planning your legacy — unforeseen events like a job loss, a major illness or even a stock market drop could derail what you’re working so hard to achieve financially. With your future at stake, you may want to get guidance from a financial professional who can develop a personalized financial strategy to help you navigate life's curveballs. Here are specific ways a financial advisor can help.Create a
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