Shannon Lewandoski CEPA

07/16/2026

Learn how Medigap policies help supplement Medicare coverage and why they may play an important role in managing health care costs in retirement.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

07/14/2026

Affluent investors face distinct investment challenges like concentration risk and scattered strategies that can impact long-term wealth.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

07/09/2026

Help keep your portfolio aligned with your goals — read more about how rebalancing works and why it’s an important part of staying on track financially.

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

07/07/2026

Learn how to recognize the warning signs of new Social Security scams and discover simple steps to protect your personal information and reduce your risk of fraud.

scammers using fake credentials to impersonate officials

07/04/2026

Happy Independence Day. Celebrating 250 years of our nation’s history!

07/04/2026

07/02/2026

From rising prices to investment returns, inflation plays an important role in your financial life. Here's what you should know.

It's important to understand how inflation is reported and how it can affect investments.

06/30/2026

Scams on social media are becoming more common and more costly. Learn about the latest fraud trends, how scammers target victims online, and practical steps you can take to better protect yourself and your finances.

Scammers reach people in many different ways – phone calls, texts, emails – but reports to the FTC’s Consumer Sentinel Network point to social media as a scammer favorite.

06/25/2026

June 28 is Insurance Awareness Day — a great opportunity to review the different types of insurance that can help protect your financial future. Take a look at these six quick insights on essential coverage areas and why they matter.

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06/23/2026

The timing of claiming Social Security benefits can make a major difference in your retirement income. Explore strategies that may help maximize benefits for individuals, couples, widows and widowers.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.