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What Issues Should I Consider Before the End of the Year?

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Will I Have To Pay Tax on Sale of My Investment

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Should I Change My Medicare Coverage During Open Enrollment?

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Special needs planning checklist

The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future that you or your...

Choosing Beneficiaries for Your Retirement Accounts

One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...

Organizing Your Financial Record

Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...

Where Should My Next Dollar Go?

Are you financially secure (e.g., adequate emergency fund, no high-interest debt, adequate insurance, financially solvent, etc.)?This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Finding the Right Senior Care Facility: A Guide to Assisted Living and Continuing Care Retirement Communities

Over the past two decades there has been an explosion of supportive housing alternatives, and the options are no longer limited to a choice between staying at home or moving to a nursing home.Choosing the right senior care facility is one of the most important financial and healthcare decisions a family can make. Whether you are planning ahead for your own retirement or helping an aging parent, understanding your long-term care options can make the...

Essential Tax Tips for IRAs (2026)

IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status.Avoid Costly IRA Mistakes with Smart Retirement Tax Planning Individual Retirement Accounts (IRAs) remain one of the most effective ways to build long-term retirement wealth while reducing taxes. However, the IRS has strict rules governing IRA contributions, Roth IRA...

8 Tips for Women

For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence…Financial Know How for Women. Today, you need a plan to call your own. For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence:...

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