Blue Ridge Financial Services

10/14/2026

Seeing changes to your Medicare coverage can feel overwhelming, especially when the paperwork starts arriving.

You don't have to figure it out alone.

Our job is to help you understand what's changing, compare the options available to you and make an informed decision about your 2027 coverage.

Start with the paperwork. Then start a conversation.

10/12/2026

If your Annual Notice of Change just landed in your mailbox, don't toss it in the junk pile.

This notice outlines changes to your Medicare plan for the coming year, including changes to coverage and costs. Take a look, keep it somewhere safe, and make note of anything that looks different.

And if it feels like alphabet soup?
Call us. We'll help you understand what changed and talk through your options.

10/11/2026

January gets all the attention when it comes to fresh starts, but Fall is one of our favorite times to take stock.

There's still plenty of the year left to make thoughtful decisions without the pressure of a December deadline.

Consider this your reminder to check in with your financial plan and make sure it still reflects where you're headed.

10/02/2026

Medicare Open Enrollment is almost here, and this year, reviewing your coverage matters.

Plans can change from one year to the next, including costs, coverage and benefits. If you've received paperwork in the mail and aren't quite sure what it means, don't panic.

Bill and Peter are here to help you review your options and make sense of what comes next.

Medicare Open Enrollment runs October 15 through December 7, with changes taking effect January 1.

09/22/2026

There isn't one magical age when financial planning suddenly becomes important.

Your priorities evolve throughout your life, and your financial strategy should be able to evolve with them.

The goal isn't to follow someone else's timeline. It's to make thoughtful decisions for the life you're actually building.

09/17/2026

Financial planning is about more than investments.

It’s about understanding how all the pieces of your financial life work together and making thoughtful decisions with the bigger picture in mind.

At Blue Ridge Wealth Management, we work with individuals, families and business owners to create personalized strategies built around where they are today and where they want to go next.

09/15/2026

Financial planning is about more than investments.

It’s about understanding how all the pieces of your financial life work together and making thoughtful decisions with the bigger picture in mind.

At Blue Ridge Wealth Management, we work with individuals, families and business owners to create personalized strategies built around where they are today and where they want to go next.

09/09/2026

Follow our new Instagram to stay updated on Blue Ridge Wealth Management!

4 Followers, 10 Following, 1 Posts - See Instagram photos and videos from Blue Ridge Wealth Management ()

08/27/2026

Credit card debt is nearing a record high, reaching $1.26 trillion in the second quarter of 2026. Rising everyday costs and continued consumer spending are contributing to higher balances, while increasing delinquency rates highlight the financial pressure facing some households.

Understanding trends in consumer debt can provide valuable perspective on household financial health and the broader economy.


https://abcnews.com/US/credit-card-debt-rises-126-trillion-nearing-time/story?id=135556533