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How to Navigate the Medicare Maze

Planning for retirement can be an exciting time that comes with many important decisions. One of the most significant pieces of the puzzle is figuring out when to enroll in Medicare and which parts to enroll in. Here are a few important things to know: The Initial Enrollment Period lasts seven months, starting three months…

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Despite September Market Drop, the S&P 500 Rises 13% Year-to-Date

Listen to a quick, 3-minute summary featuring the market and economic news for the month of September. Katharine E.W. Dudley, AIF®

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Stock Prices Pause After Five Consecutive Months of Gains

Listen to a quick, 3-minute summary featuring the market and economic news for the first half of 2023. Katharine E.W. Dudley, AIF®

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Inheriting an IRA – The Rules Have Changed

According to a recent survey of 6,000 U.S. households, about 60% said they have received, plan to get, or intend to give inheritances compared to 46% recorded seven years prior.* Anyone can inherit an Individual Retirement Account (IRA). Depending on your relationship with the original account owner and when that person died, different withdrawal rules…

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