Open Enrollment Has One Big Question. How Much More Will You Pay?
- Forbes
Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.
Articles
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
How Tax Loss Harvesting Can Help You Prepare For 2027
- Forbes
Learn how tax loss harvesting can reduce your capital gains taxes, offset ordinary income and position your portfolio for long-term growth entering 2027.
I Am a Financial Expert and I Would Fall for This Clever Scam
- Forbes
A sophisticated callback scam turns your good habits into a vulnerability. Here's why you should never hang up on your bank.
Here’s What the Fed Rate Hike Can Mean for Your Finances
- Forbes
The Fed raised interest rates. Here’s what may change, what probably won’t and where higher rates could potentially benefit you.
What the Top 10% Save for Retirement: Key Strategies
- Investopedia
A common rule of thumb suggests saving enough to replace 70% to 80% of your pre-retirement income to maintain your lifestyle in retirement. For the average American, it may be challenging to build a nest egg this large, but not for the top 10%.
Annuities in Retirement: Where They Fit and Where They Don't
- Forbes
Annuities are often a polarizing retirement topic. Determine if they are right for you, and how they may fit into your own plan.
Funding Your Revocable Trust: The Step Too Many Estate Plans Miss
- Forbes
A signed revocable trust may accomplish little unless assets are coordinated, correctly titled, and reviewed when finances, property, residency, or family goals change.