The Future of Social Security
As questions about the future of Social Security continue to make headlines, many Americans are wondering what the program’s long-term outlook means for their
retirement plans. While projections show potential funding challenges ahead, Social Security remains a critical—and evolving—source of income for retirees. Understanding when and how to claim your benefits can make a significant difference in your lifetime income. Learn what recent projections mean for you and how smart planning can help you maximize this essential retirement benefit.
Don’t Let Health Care Costs Surprise You in Retirement
When most of us picture retirement, we think about freedom — more time with family, travel, hobbies, and simply enjoying life. But one big expense that often gets overlooked is health care.
Is It Time to Rethink Your Medicare Coverage?
Open Enrollment is here – and that means it’s the perfect time to make sure your Medicare plan still fits your life, budget, and health needs.
W-4 Tips and Tricks
The W-4 form has changed, and it can be tricky to get right. In this short webinar, Senior Wealth Advisor Jill Carr breaks down what’s new, and how to make sure 
your paycheck withholding is accurate. Review your W-4 before 2026, so there are no surprises that come at tax time.
Staff Spotlight
This month, we’re shining the spotlight on Alice Wagener, one of our dedicated Client Relationship Associates.
Disclosure
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