FMI • Financial Management, Inc.

10/16/2026

Medicare changes in 2027 could affect more than your healthcare coverage. Read our latest article to see what may change and why it matters.

Medicare costs are changing again in 2027, and whether you’ll pay more depends largely on your coverage.

10/16/2026

📉 Worried about a recession? Start with your portfolio, not panic.

10/15/2026

💎 When the market looks expensive, what's the right move?

10/15/2026

Open Enrollment runs October 15 through December 7 and gives Medicare beneficiaries the opportunity to review coverage and explore plan options for the year ahead.

A few minutes spent reviewing your coverage today may help prevent surprises later.

Learn more at Medicare.gov.

10/14/2026

If you requested a tax filing extension, tomorrow is the deadline to file your 2025 federal tax return.
Don't wait until the last minute.

File now to avoid potential penalties and additional interest.

Learn more at https://www.irs.gov/

10/13/2026

🎙️ Politics & Perspectives 🌎 Link in our profile. Our latest podcast episode is LIVE! 🎧

10/12/2026

Everyone talks about inflation, taxes, and market volatility.
Almost no one talks about long-term care.

Yet one health event could have a greater impact on your retirement than any market correction.

The question isn't: "Do I have long-term care insurance?"
The question is: "Do I have a plan?"

A plan to protect your savings. A plan to protect your spouse. A plan to protect the retirement you've worked decades to build.

This Long-Term Care Awareness Month, don't leave one of retirement's biggest risks to chance.

Let's start the conversation:https://www.financialmanage.com/our-wealth-management-team

10/10/2026

Selling your home doesn't automatically mean a massive tax bill. For qualifying married couples, the home-sale exclusion can be worth up to $500,000.

10/09/2026

Many retirees share the same two regrets: not saving enough and not starting sooner. Our latest article explores the connection between financial preparation and retirement satisfaction.

Retirement has changed due to longer life spans, shrinking pensions, and rising health care costs. What was once a quiet chapter in one’s life now demands a more complex phase of planning and preparation.

10/09/2026

Everyone wants to pay zero tax. The real goal? Proactive planning to legally pay as little as possible.