The Advisor Blog

Older, senior couple talking with advisor.
Navigating Medicare Open Enrollment

If you have Medicare coverage, the Medicare Open Enrollment period is a good time to review your options, compare costs, and make sure that your current Medicare coverage meets your needs.

Learn More
African American teacher in classroom, smiling, with kids behind her working together.
Planning Lessons for Educators: Addressing Your Financial Issues

Being an educator requires expertise and that you stay current on developments in your field.

Learn More
Senior couple checking and calculate financial billing together on sofa. Mature couple discussing their monthly expenses at home. Elderly couple keeping an eye on their finances.
New Senior Deduction Explained

Beginning in 2025, seniors can take advantage of a new $6,000 tax deduction that may help them cover the rising costs of housing, health care, and daily living by potentially allowing more of their income to remain untaxed.

Learn More
Kids walking down school hallway; concept of college students heading to class.
FAFSA for 2026-2027 School Year Opens on October 1

After opening late the last two years, the FAFSA (Free Application for Federal Student Aid) for the 2026-2027 school year is back on track to open on the usual start date of October 1.

Learn More
Burned commercial building.
Disaster Preparedness for Businesses

As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event.

Learn More