Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
Managing a Financial Windfall: Bonus, Settlement, Inheritance, or Lottery Winnings
December 23, 2025School of Saving and Investing
A financial windfall, from a bonus, settlement, inheritance, or even winning lottery ticket, requires a unique approach.
IRA Contribution Limits in 2026
December 11, 2025School of Saving and Investing
The maximum contribution to a Traditional or Roth IRA will rise in 2026 along with limits for employer SIMPLE and SEP IRAs.
Medicare Premiums and Coinsurance in 2026
November 20, 2025School of Social Security & Medicare
The CMS recently announced Medicare premiums, deductibles, and coinsurance for 2026, along with Part B and D IRMAA amounts.
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.
What Type of Life Insurance Do You Need?
August 5, 2025School of Financial Wellness
The value of life insurance is clear, but choosing the right type of policy for your situation can present a significant challenge.
How Could The “One Big, Beautiful Bill” Impact You?
July 18, 2025School of Financial Wellness
The “One Big, Beautiful Bill” has been signed into law. Our summary covers how the new law could impact your financial plan.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
The 5 Most Important Qualities to Seek in a Financial Planner
June 6, 2025School of Financial Wellness
Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.