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What Issues Should I Consider Before the End of the Year?

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Will I Have To Pay Tax on Sale of My Investment

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Should I Change My Medicare Coverage During Open Enrollment?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Special needs planning checklist

The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future that you or your...

Choosing Beneficiaries for Your Retirement Accounts

One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...

Organizing Your Financial Records

Key Takeaways: Organizing your financial records makes managing your finances easier because you can quickly find the information you need. Create a simple but reliable organization system with categories like taxes, retirement records, estate planning paperwork, and...

Where Should My Next Dollar Go?

Finding the Right Senior Care Facility: A Guide to Assisted Living and Continuing Care Retirement Communities

Choosing the right senior care facility is one of the most important financial and healthcare decisions a family can make. Whether you are planning ahead for your own retirement or helping an aging parent, understanding your long-term care options can make the...

Essential Tax Tips for IRAs (2026)

Avoid Costly IRA Mistakes with Smart Retirement Tax Planning Individual Retirement Accounts (IRAs) remain one of the most effective ways to build long-term retirement wealth while reducing taxes. However, the IRS has strict rules governing IRA contributions, Roth IRA...

8 Tips for Women

Financial Know How for Women. Today, you need a plan to call your own. For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence:...

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