Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that playing it too safe with cash puts long-term financial security at risk. He explores the hidden risks of holding too much cash and how to strike the right balance.
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
Be aware that after a data breach, scammers may step up impersonation attempts, even if they don’t actually have access to stolen data. However, government agencies will never send you an email or call you to ask you to verify your Social Security number or provide or update your personal information.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Hiring the right talent is crucial for small and medium-sized businesses. A bad hire can cost you time, money, and impact your team dynamics. Learn how to spot red flags during the hiring process and ensure you’re building a team that aligns with your company’s values and goals.
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.
In this month’s Market Minute, we’re breaking down three key trends: Interest Rates, Jobs Market, and Consumer Spending. Watch for insights on how these could shape the economy!