January 2026: 2026 Key Numbers

Resources:

• Key Financial Date for 2026
• 2026 Retirement Calendar Checklist
• 2026 Winter Key Planning & Investment Deadline

Articles:

• • Key Numbers as you Plan for 2026
  • A 2025 three-peat

 

December 2025: Year-End Planning

Resources:

• Key Financial Date for 2026
• 50 Things: What a Financial Professional Does For You

Articles:

• Phantom Income, Real Taxes
• November Ekes out a Gain
• 5 Year-End Strategies for Charitable Giving

November 2025: Long-Term Care Planning

Resources:

• Your 2025 Last-Chance Financial Planning Checklist

Articles:

• Paying for Long-Term Healthcare: Challenges, Optionsm and Planning Strategies
• October Delivers Further Stock Market Gains
• How to Pay For Long-Term Care: 8 Strategies

 

October 2025: Cybersecurity

Resources:

• Your 2025 Last-Chance Financial Planning Checklist

Articles:

• Online Scams That May Wreck Your Finances
• Fed Rate Cuts
• Why a Credit Freeze is the Best Response to a Data Breach

 

September 2025: Health Care Planning

Resources:

• How to Keep Health Care Costs Under Control in Retirement
• Health Care Quick Reference Guide

Articles:

• Big Changes to 529 College Savings Plans Courtesy of the One Big Beautiful Bill Act
• The Sun Shines Through the Shadows of August

 

August 2025: College Planning

Resources:

• Key College Funding Data Card
• Expensive, Popular School vs. Affordable, Sensible School

Articles:

• Decoding the One Big Beautiful Bill Act: 13 Key Provisions
• Tariff News is ‘less bad’

 

July 2025: Caregiving

Resources:

• Checklist: Is It Time for Assisted Living?
• Key Planning and Investment Deadlines Summer Postcard

Articles:

• Don’t Be a Victim: Internet Scams That Target the Elderly
• Cautious Optimism Leads to New Heights

 

June 2025: Estate Planning

Resources:

• 6 Documents You Need to Preserve Family Legacy

Articles:

• Stocks Rebound Amid Tariff Threats
• Lessons from a Legendary Investor

 

May 2025: Retirement Planning

Resources:

• 4 Ways to Decrease RMDs

Articles:

• Retirement—A Journey That Involves Transition and Opportunity
• Tariff Talks Dominate 

April 2025: Social Security

Resources:

• Key Planning and Investment Deadlines Spring Postcard
• Switching Benefits

Articles:

• 62, 67, or 70 – When Should You Apply for Social?
• Tariff Time 

 

Video Presentations:

• Savvy Social Security Planning

March 2025: Taxes

Resources:

• 5 Tax Gotchas in Retirement

Articles:

• Understanding the Ins and Outs of IRA Accounts
• Tariffs and Economic Uncertainty

 

February 2025: Financial Fitness

Resources:

• 2025 Financial Fitness Checkup

Articles:

• Creating a Financially Organized Life
• 7 Steps to Achieve Financial Fitness
• Inflation, interest rates and tariffs

 

January 2025: 2025 Key Numbers

Resources:

• Key Financial Data for 2025
• 2025 Retirement Calendar Checklist

Articles:

• Today’s Complexity
• 2024 – Another Rise in Excess of 20%

Video Presentations:

• The Year in Review