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Articles & Updates
Average Retirement Savings by Age: Summary, Analysis, and Strategies
By far the most common question we get asked? “How much do I need to retire?” The only right answer to that question is, it depends! Expenses, tax filing status, risk tolerance, and timeframe are all valid inputs that change that answer for everyone.
Medicare Open Enrollment 2026: What’s Changing and What You Need to Know
It’s that time of year again—Medicare Open Enrollment runs from October 15 through December 7, and if you’re enrolled in Medicare, this is your annual opportunity to make sure your coverage still fits your life.
Federal Reserve Signals Supportive Economic Outlook with Rate Cuts and Inflation Progress
On September 17, 2025, the Federal Reserve took a forward-looking step by lowering interest rates by 0.25%, bringing the federal funds target range to 4.00%–4.25%. This marks the first rate cut since December 2024 and reflects the Fed’s commitment to supporting the economy amid signs of softening growth and labor market conditions.
Fall Benefit Review: Why Now Is the Time to Take a Fresh Look
As we move into October, many employers are opening their annual benefit enrollment period. While the choices you make may feel routine, fall is an excellent time to step back and think about how your benefits fit into your broader financial plan.
Weekly Market Commentary
Market Commentary | August 3rd, 2026
This week’s economic data continued to offer conflicting signals on growth, inflation, and labor market conditions. While some reports pointed toward moderation, others suggested areas of resilience, leaving the broader economic picture difficult to characterize.
Market Commentary | July 27th, 2026
Economic data released during the week pointed to continued economic expansion, supported by a resilient labor market and improving business activity, though inflationary pressures and housing affordability challenges remained important areas of focus.
Market Commentary | July 20th, 2026
The week’s most closely watched economic release came on Tuesday with the June Consumer Price Index (CPI).