Todd Holden of Gateway Financial Partners

10/20/2026

Employer benefits and personal needs can shift from year to year.

Open enrollment season is a good opportunity to confirm whether your coverage still fits your situation.

10/15/2026

Retirement planning often focuses on couples.

But many people will eventually spend part of retirement managing finances on their own.

Forbes looks at some of the financial changes that can come with the “solo years,” including income, taxes, household expenses, and planning ahead for a surviving spouse.

Many solid retirement plans fall apart during the solo years after one spouse passes away, because the plans do not account for key changes.

10/08/2026

A common frustration with insurance planning is how premiums change over time.

Some stay level, others increase with age, and some depend on your health at renewal.

Knowing what kind of premium you have, fixed, flexible, or tied to certain conditions can help you avoid surprises down the road.

10/02/2026

It’s easy to focus only on investments or savings, but protection matters too.

A yearly review helps you see if your coverage still lines up with your current stage of life.

09/25/2026

While uncomfortable, bear markets are a normal part of long-term investing.

09/22/2026

That includes not just your investments, but your retirement income, insurance coverage, and long-term care planning too.

09/10/2026

As retirement approaches, different ages can signal new opportunities or requirements.

This breakdown highlights what to be aware of at each stage.

https://www.kiplinger.com/retirement/key-milestone-ages-in-retirement

These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.

09/02/2026

Market news can be noisy. Staying grounded in your personal goals helps bring clarity when markets shift.

08/31/2026

Whether you’re drafting a new will or reviewing an old one, this guide covers common considerations to keep in mind.

https://www.forbes.com/sites/matthewerskine/2024/10/07/drafting-and-executing-your-will/

Drafting and executing your will is an essential step in ensuring that your assets are distributed according to your wishes.

08/28/2026

Do you talk about money at the kitchen table, or is it off-limits? Kids tend to learn more from what they see than what they are told.