Corfee & Associates

10/19/2026

Your child may be automatically enrolled in a Trump Account. Here's what to know

Your child may be enrolled in a “Trump Account” whether you realize it or not. Rolled out earlier this year, the Trump Accounts program allows parents to claim special investment accounts for children who are 18 years old or younger.

10/17/2026

Social Security announces 3.6% COLA for 2027, the highest in 4 years

The Social Security Administration announced the cost-of-living adjustment (COLA) for 2027. Is it enough?

10/16/2026

10/15/2026

New AARP Bulletin: Don’t Let Medicare Mistakes Cost You During Open Enrollment Season

The September/October issue highlights the impact that changes to Medicare rules could have on your finances, the emotional triggers that scammers take advantage of, and a look at the latest research on brain health.

10/12/2026

Every Retiree Dreams of Snowbirding. Almost Nobody Runs the Math on Two Homes

Two front porches and a life that skips the deep freeze sounds simple enough until you see what two property tax bills, two insurance policies, and one wrong domicile decision do to a retirement portfolio over thirty years.

10/07/2026

Fidelity Investments® Shares 25th Annual Retiree Health Care Cost Estimate, Highlighting the Importance of Incorporating Potential Health Expenses in Retirement Planning
https://loom.ly/BNd7p6o

10/06/2026

Get started with Medicare

Page answers, "What is Medicare?" and "How to sign up" Some people get Medicare automatically, others have to actively sign up— it depends if you start getting Social Security benefits before you turn 65.

10/05/2026

Celebrate National Financial Planning Month with CFP Board
https://www.cfp.net/news/2025/10/celebrate-national-financial-planning-month-with-cfp-board