Ness Financial Group

10/07/2026

open enrollment is starting soon, so it’s important to know what changes you want to make, if any. Learn more here: https://health.usnews.com/medicare/articles/medicare-fall-open-enrollment-what-you-need-to-know

The annual enrollment period for Medicare is your opportunity to review and tailor your plan. Find out how to make the most of it.

10/04/2026

Important documents and other information to have ready in case something happens to you: https://nessfinancial.com/death-of-a-spouse/

This is a list of important documents and other information for one spouse to have if the other passes away.

10/01/2026

Financial steps to take after the death of a spouse: https://money.usnews.com/money/retirement/aging/articles/checklist-for-handling-the-death-of-a-spouse

Here's what to know about probate, insurance, taxes and estate planning after a spouse dies.

09/28/2026

The Federal Reserve has raised its benchmark interest rate for the first time since 2023. Learn more here: https://nessfinancial.com/fed-rate-hike/

New rate hike from the Federal Reserve: For retirees, the impact of this change will vary based on where their money is.

09/24/2026

What could the Federal Reserve’s next rate hike mean for retirees? Learn more here: https://www.aarp.org/money/personal-finance/what-fed-interest-rate-hike-means/

Savers could earn more on deposits, while some borrowing costs are expected to rise

09/22/2026

Two main ways of making next year’s RMDs easier than this year’s: https://nessfinancial.com/2027-rmds/

RMDs don't have to be a pain; here's how to potentially make your 2027 RMDs easier with two main strategies.

09/22/2026

Two main ways of making next year’s RMDs easier than this year’s: https://nessfinancial.com/2027-rmds/

09/17/2026

Ways you may be able to make your next required minimum distribution (RMD) easier to deal with: https://www.fool.com/retirement/2026/09/11/2-ways-to-make-your-2027-rmds-less-painful-than/
Contact us at: https://wilsave.com/contact/

09/13/2026

Habits for healthy aging as you reach your 60s, 70s, or beyond: https://nessfinancial.com/health-aging/

Habits for healthy aging into your 60s, 70s, and beyond. Staying mentally and physically in shape will help you as you get older.

09/10/2026

8 Essentials for improving and maintaining cardiovascular health: https://www.heart.org/en/healthy-living/healthy-lifestyle/lifes-essential-8

Life’s Essential 8 are the key measures for improving and maintaining cardiovascular health, as defined by the American Heart Association. Better cardiovascular health helps lower the risk for heart disease, stroke and other major health problems.