Open Enrollment and What is Changing in 2026
Medicare’s annual open enrollment for 2026 runs from October 15 to December 7, with several notable changes to costs, coverage, and plan options that beneficiaries should carefully review. The current government shutdown does NOT affect Medicare nor the open enrollment period.
Investing with Intention: Aligning Portfolios with Personal Values
Financial planning and investment advice is personal. Sounds silly to even type that because most financial firms say that. However, efficiency matters in scaling a business and, oftentimes, process is placed over people. That said, personalization is our secret sauce in developing meaningful relationships and financial plans that align with our client’s values.
Open Enrollment Considerations
Open Enrollment Considerations With open enrollment for employee benefits about to begin for most people, we want to share our top considerations for elections. This is not an exhaustive list and, as always, no situation is clear cut. Please reach out directly with...Business Owner & Employee Benefits
Our conversation with experts explores how business owners can utilize benefit planning to attract and retain talent while also maximizing their personal planning.
5 Year-End Planning Ideas for Small Business Owners
Every year brings unique planning opportunities for business owners. However, the passing of the new tax law creates a new set of considerations as we head to the end of 2025 and into 2026.