Three Financial Reminders for Tax Season

Three Financial Reminders for Tax Season

  Tax season is a great time of year to take a pause and review finances, especially for retirees and those approaching retirement. It is one of the few times each year when you can find your income, investments, and long-term plans all visible in one place,...
Do You Have Questions About Your Medicare Plan?

Do You Have Questions About Your Medicare Plan?

By Scott Hamilton, CFP® For many retirees, Medicare is a cornerstone of their financial and healthcare planning. Since its launch in 1965, the program has grown to serve over 66 million Americans, with nearly all individuals 65 and older relying on it in some form....
10 Year-End Tax Strategies

10 Year-End Tax Strategies

By Scott Hamilton, CFP® As 2025 draws to a close, it’s the perfect time to tie up loose ends and prepare for the year ahead. One area you don’t want to overlook is your taxes. While taxes may not feel festive, taking proactive steps now can save you money, which is...