Cousino Wealth Advisors

10/15/2026

Tax planning should look beyond this year’s return. Roth conversions, IRA withdrawals, required minimum distributions, capital gains, charitable strategies, Medicare premiums, and estate considerations can affect one another over time. https://www.cousinowealthadvisors.com/wealth-coordination-diagnostic-indiv

10/14/2026

When reviewing Medicare coverage, the lowest premium does not always tell the whole story.

With fewer Part D options and potentially higher premiums for 2027, retirees may want to look carefully at total costs, prescription coverage, and whether their current plan still fits their needs.

Open Enrollment is an opportunity to review the details rather than automatically renewing last year’s selection. This article highlights the changes that could affect what you pay.

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

10/13/2026

Market trends decoded for clarity. Stay informed and confident. Let’s connect today. https://www.cousinowealthadvisors.com/weekly-market-commentary

10/12/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.cousinowealthadvisors.com/weekly-market-commentary.

LPL Research examines how steady bank lending, rising business loan demand, and improving credit conditions suggest companies remain confident enough to invest in growth despite higher interest rates. The commentary highlights resilient commercial lending activity, narrowing credit spreads, and the....

10/08/2026

As your income, properties, family responsibilities, and net worth change, your protection strategies may need to change too. Review liability coverage, property protection, life and disability insurance, long-term care exposure, and emergency liquidity as part of the bigger financial picture before meeting with a Financial Advisor: https://www.cousinowealthadvisors.com/wealth-coordination-diagnostic-indiv

10/06/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.cousinowealthadvisors.com/weekly-market-commentary.

LPL Research explores how higher interest rates, growing federal debt, and increased Treasury refinancing costs are putting pressure on the U.S. fiscal outlook and contributing to stress in the Treasury market. While warning signs are emerging, the commentary argues that current conditions do not ye...

10/06/2026

Building wealth is a journey. Our updates keep you focused on progress, not panic. Start shaping your future now. https://www.cousinowealthadvisors.com/weekly-market-commentary

10/01/2026

Are the different parts of your financial life working together? Our Wealth Coordination Diagnostic helps you review risk management, lifetime tax planning, investments, retirement income, estate planning, legacy, and implementation in one place. Use it to identify what appears coordinated and what may deserve a closer look.
https://www.cousinowealthadvisors.com/wealth-coordination-diagnostic-indiv

09/30/2026

While this statistic may seem surprising, it highlights the importance of having a thoughtful plan for leadership, ownership, and succession. The goal isn't simply keeping a business in the family. It's positioning it for long-term success, whether that means passing it to the next generation, key employees, or a future buyer.

Succession and ownership decisions should be measured by long-term success—not just continued family control. For many family businesses, evolving ownership, leadership, or capital structure may best support both the enterprise and the family.

09/29/2026

The weekly market commentary is now live on our website! Read the latest insights: https://www.cousinowealthadvisors.com/weekly-market-commentary.

This week’s Weekly Market Commentary discusses the market’s growing “wall of worry,” including geopolitical tensions, higher interest rates, and uncertainty surrounding AI-driven spending. While these risks could spark near-term volatility, the commentary explains why a supportive economic a...