Month: October 2025
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.
2026 Social Security COLA Announced
October 24, 2025School of Social Security & Medicare
The Social Security Administration recently announced the 2026 Cost of Living Adjustment, which will take effect in January.
Why You Should Review Your Medicare Policy Annually
October 17, 2025School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.
Important Year-End Dates for Employer Plan Sponsors in 2025
October 3, 2025School of Employer Plans
Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.