Blog
Focus on philanthropy this Fall
ESTATE & GIVING Review key market dates and timely financial planning tasks. Market Closures Nov. 23: Thanksgiving Day Dec. 25: Christmas Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Oct. 1: Last day to establish a SIMPLE IRA plan or a […]
Make the most of Medicare’s open enrollment period
RETIREMENT & LONGEVITY With open enrollment season upon us, ask yourself a few questions to make sure you’re getting the most from Medicare. Medicare’s open enrollment season is upon us. Between October 15 and December 7, you are able to make changes to your Medicare Advantage plan and prescription drug coverage. During this time, […]
Have you prepared your personal documents for an emergency?
FAMILY & LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving your documents If a fire, hurricane or other natural disaster […]
How different types of insurance help manage risk
FAMILY & LIFESTYLE Find the right mix of coverage to live with confidence. Let’s face it: Life involves risk. That’s why risk management is a crucial part of a long-term financial plan. When it comes to investments, we’re talking diversification and asset allocation. When it comes to your family, health, property and income, we’re […]