FinancialWise

10/17/2026

A September survey of about 2,000 U.S. adults found that people earning over $100,000 are more likely to trust influencers and buy from them.

10/16/2026

Discover the best retirement visas for U.S. expats in 2026. Uruguay, Mauritius, Spain, Costa Rica and Portugal lead Global Citizen Solutions’ new index of 46 programs

10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

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10/15/2026

Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/14/2026

The U.S. government is paying more to borrow than it has since 2002, but that doesn’t mean markets are sounding the alarm over U.S. debt levels yet, analysts say.

10/13/2026

Aging life care managers can arrange a move to a senior living facility, deal with Medicare and Medicaid, recommend doctors, drive a client to the dentist, and much more.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/10/2026

Retirees Stephen and Karen Kreider Yoder share how they have kept rising prices from ruining their retirement by using their time to save money.