Medicare Open Enrollment 2026: What to Review for 2027
Medicare's annual Open Enrollment Period runs from October 15 through December 7, 2026, and any changes you make take effect January 1, 2027. It is the one time each year…
Your College FAFSA Prep List: What to Have Ready Now That It’s Open
If you've been waiting for the FAFSA to open, stop waiting — it's live. This year the form actually opened about a week early, ahead of the October 1 deadline…
Digital Estate Planning: The Gap in an Otherwise Excellent Plan
Most of the estate plans we review are in good shape. The will is current, the trust is funded, the beneficiary designations match the documents, the health care proxy names…
The current bull market in stocks will turn four years old in mid-October. But the most recent stretch turned from a bull charge in the second quarter of 2026 to…
In keeping with our comment of "fanning the flames of our inner Chicken Little anxieties", the title of The Ezra Klein Show podcast released on August 28, Trump vs the…
Early Decision: Is the Admissions Edge Worth the Financial Trade-Off?
If you've got a senior at home, chances are the phrase “Early Decision” has already come up at your kitchen table — probably attached to a specific school your child…
A common perception of the bond market is that it is a puzzling and uninteresting place. Even so, recent articles in the financial press may have grabbed your attention and…
This month’s financial market commentary has been kept purposefully brief. We’ve provided a separate article entitled Is the Sky Falling in Bond-land? that goes into more depth about developments in the…
We’re now at peak summer season, and I hope you’re finding time to rest, relax, and enjoy some reading that takes you farther afield. Here are two non-finance books that…
