Giving Tuesday & Charitable Gifting
Whether it’s due to the holiday spirit or taking advantage of tax deductions before it’s too late, one-third of annual charitable donations are made in...
Maximizing Your Employee Benefits
If you’re among the 49 percent of Americans who receive employer-sponsored health care coverage, you may have already received information on your company’s open enrollment....
Long Term Care Awareness
Since 2001, November has been designated Long Term Care Awareness Month, a time to educate Americans on the growing need for long term care (LTC)...
Recognizing Family Caregivers
November has been named National Family Caregivers Month to honor parents, adult children, and spouses who selflessly care for loved ones afflicted with illnesses, disabilities,...
Future Retirees Face New Challenges
Preparing for retirement is more complex than it used to be for obvious and not-so-obvious reasons. The most obvious is longer lifespans. Thanks to improved...
Estate Planning Myths
October 19-25 has been named National Estate Planning Awareness Week, an observance that reminds the public how important estate planning is to financial wellness. Unfortunately,...
Medicare Open Enrollment
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, Medicare beneficiaries can change their drug plan or Advantage plan...
It’s Cybersecurity Awareness Month
The pandemic has made many of us especially grateful for the internet, which makes it possible to work from home, shop online, attend religious services...
Women’s Retirement Challenges
Although the pandemic has made financial disparities between men and women more pronounced, women have long faced greater challenges in retirement than men, for multiple...
