Madison Financial & Associates

06/01/2026

Having conversations with aging parents about finances, healthcare, and future plans can be uncomfortable, but they are important to have before an emergency happens. Knowing things like where important documents are, what their wishes are, and how finances are managed can prevent confusion and stress later on.

Talk about finances, estate planning, and living arrangements when you get together for Father’s Day.

05/28/2026

The “retirement risk zone” is the 10 years before and after you retire. It’s a tricky time because market ups and downs can hit your savings the hardest right when you need them most. Planning ahead can help protect your future income.

Why the years just before and after retirement are especially vulnerable, and what investors can do to reduce sequence‑of‑returns risk.

05/25/2026

Memorial Day is more than the start of summer; it’s a time to pause, reflect, and honor those who gave their lives in service to our nation. We remember their sacrifice with gratitude today and always.

05/21/2026

If your stock portfolio took a beating this spring, there’s a little-known tax strategy that could help. You may be able to delay, or even avoid, some capital gains taxes by reinvesting the right way. It’s all about knowing your options before time runs out.

If your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.

05/18/2026

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Commitment Commitment WELCOME HOME TO MADISON FINANCIAL No matter where you're starting from, we take pride in coming alongside our clients to help the ...

05/13/2026

Just because something is popular to buy this month doesn’t mean you need it. Stores use trends and seasons to push sales, but you can choose what actually fits your budget. Spend smart, not impulsively

Look for deals on furniture, appliances and even paints in May, but wait until later in the year for personal electronics.

05/10/2026

Strong women raise strong families.
Today, we celebrate you.
Happy Mother’s Day

05/09/2026

Long-term care insurance is getting more expensive every year. Premiums have gone up a lot, and waiting too long can make it even harder (and pricier) to get covered. Planning early can save you money later.

Long-term care insurance premiums have climbed as much as 40% in five years, and picking the wrong top insurer can now cost you over $5,000 more a year for almost identical coverage.

05/05/2026

https://madisonfa.com/