Market Updates
Scam alert: Learn to spot and stop common fraud tactics
Technology & Innovation These 10 common scams catch people off guard. Here’s how to stay ahead of them. Fraudsters do more than steal money. They take advantage of people during moments of change or weakness, especially when routines shift. Scammers often appear when you’re under pressure, grieving, adjusting to retirement or simply overwhelmed. And you […]
Social Security increases benefits by 2.8% for 2026
Retirement & Longevity The 2026 Social Security cost-of-living adjustment (COLA) has been announced. The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income benefits. Nearly 71 million Americans will see the 2.8% increase in their payments beginning in January 2026. The 2.8% increase aims to help […]
Enhance your corporate giving strategy with a donor advised fund
Business Ownership Consider the benefits of an uncomplicated, tax-savvy way to give back. Giving can create positive change in people, institutions and communities. It sustains a multitude of worthwhile organizations, launches innovative new ideas and gives us a sense of fulfillment. A well-crafted giving strategy also holds a number of benefits for your company. It […]
Make the most of Medicare’s annual 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, you […]