Archive for October 2026
If You’re Giving to Charity Anyway, Should the Money Come From Your IRA?
For many people, charitable giving is part of what they do each year. They may support their church, a local organization, their alma mater, or a cause that has been…
Read MoreWhat We’re Watching as Year-End Retirement Planning Approaches
When stock prices remain high and there’s still plenty to worry about, it’s natural to wonder how those two things fit together. If you’re approaching retirement or already retired, you…
Read MoreBefore You Keep the Same Medicare Coverage for 2027, Take Another Look
If your Medicare coverage has worked well for you this year, you may already be thinking you’ll just keep everything the same for 2027. And that may turn out to…
Read MoreA Quick Reminder About Investment Scams
We came across a recent investor bulletin from the SEC, FINRA, and several other financial regulators that we thought was worth sharing. One of the biggest takeaways was just how…
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