personal-finance

doctor with tablet and senior patient reviewing Medicare changes for 2026

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Medicare Changes in 2026

EP Wealth advisors share important Medicare updates for 2026 to help...

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Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath The idea of waking up late on a Tuesday morning and having nothing to do other...

Tips for Reading Your Investment Portfolio Summary

From a big-picture view of your whole portfolio, to a focused look at the individual assets that...

7 Key Steps to Take When Settling an Estate

Author: Brad Owen Co-author: Anne Wenger, JD, LLM (McLaughlin Legal)

Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life

Author: Laura Knolle While on maternity leave, I had some extra time to read and tackle projects...

Checklist: How to Financially Prepare for the Death of a Spouse

Author: Laura Knolle Marriage takes teamwork and each of us comes to the table with different skill...

Understanding Investor Jargon: Financial and Investment Terms

Author: Clint Camua At a time when investor distrust is already high, many advisors continue to use...