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The Real Cost of Long-Term Care: Planning for More Than Money

October is National Cyber Security Month; have you taken steps to protect your personal information, lately? Here you'll find expert guidance, tips, and suggestions of things you can do to strengthen your defenses against cyber criminals.

As part of the One Big Beautiful Bill Act, Congress created a new, custodial-style Traditional Individual Retirement Account (IRA) for children, made available by the Treasury Department on July 4, 2026. Known under the Act as “Trump Accounts,” these accounts have unique eligibility, contribution, investment, and distribution rules that apply while the child is under age 18, at which point Traditional IRA rules apply. The information here is intended to provid

Every year, headlines about Social Security seem to spark the same question: “Is Social Security running out of money?” The recently released 2026 Social Security Trustees Report has generated plenty of attention, but the headlines don’t tell the whole story. While the report does highlight ongoing funding challenges, it does not mean Social Security is disappearing—or that current retirees should panic.

Recent headlines have been dominated by escalating geopolitical tensions and global uncertainty, and markets have reacted with some volatility.

Pulse Check is HERE! We're excited to launch our brand-new video series, Pulse Check, where our advisors break down what's really going on in the markets and what it means for YOU. In Episode 1, we're diving into one of the biggest investor questions right now: What should I do during times of market volatility and uncertainty? If the headlines have you feeling anxious or unsure, this episode is a must-watch!

2026 Contribution Limits The Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. Limits are adjusted annually for cost-of-living increases. The IRS has announced the 2026 contribution limits for various retirement and health savings accounts, with most increasing from 2025 levels.

Quarterly We Discuss the Following: ·Federal Finances and Economic Growth ·Labor Demand, Unemployment and Wages ·Inflation and the Fed Fiscal Policy ·Diversified investing, risks & opportunities

Here are some of the most common holiday scams and how to avoid them.

A stronger financial future starts with a clear view of your finances and seamless collaboration. With AdviceWorks you can easily access all your financial data, securely store important documents, and share them with Pulse anytime. Here you'll find the AdviceWorks registration link, helpful guides and "How To" videos.