Newsletters

• A Roadmap for Your Family

  A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

• Medicare Open Enrollment: A Time for Choices

  Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

• Be Storm Smart: How to Prepare for Extreme Weather

  More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.

• Wealthy Colleges Face Expanded Endowment Tax

  A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.