Cadence Wealth Management Solutions

10/28/2026

The fall semester is underway, but there may be one more conversation to have with your college student before the holidays.

Once a student turns 18, parents may no longer have automatic access to certain medical information, even if they’re paying tuition or providing health insurance. A visit home during fall break or Thanksgiving can be a good time to talk about who they would want contacted or authorized to help in an emergency.

In his article, Mathew Hill outlines a few documents families may want to discuss:

What changes at 18?

10/24/2026

Retirement planning often starts with financial questions, but the life you are planning for matters just as much. Forbes looks at habits that tend to show up among happier retirees, including staying connected, maintaining purpose and making time for hobbies, travel and the people who matter most.

The numbers matter. So does knowing what you want those numbers to support.

Happiness in retirement often hinges on a retiree finding purpose, being flexible and enjoying relationships.

10/21/2026

What do you want your wealth to accomplish for the people and causes you care about?
Estate planning starts with that question. It also means making sure your documents, beneficiary designations and financial plan reflect your wishes as life changes.
In her latest article, Rohini Daliya shares what to consider as you plan for the legacy you want to leave:

Estate planning is about more than determining who will inherit your assets.

10/19/2026

The fourth quarter is a useful time to begin year-end financial planning before December gets crowded.

Depending on your situation, that may include conversations about:

• Retirement contributions
• Charitable giving
• Required distributions
• Investment gains and losses
• Beneficiary updates
• Tax planning with your tax professional
• Major life changes from the past year

There is still time to identify questions and coordinate with the professionals involved in your financial life.
https://bit.ly/4sd9r0A

10/16/2026

One advantage of retirement can be having more flexibility around when and where you travel. Kiplinger highlights five fall destinations that may offer fewer crowds, milder weather and plenty to explore at a more relaxed pace.

It is a good reminder that retirement planning is ultimately about creating room for the life you want to live.

Take advantage of retirement’s flexibility with these five fall getaways offering beautiful scenery, great food, history and fewer summer crowds.

10/14/2026

Estate planning is not a one-time task.

Life changes can create reasons to revisit the plan, including:

• Marriage or divorce
• New children or grandchildren
• A move to another state
• Changes in business ownership
• A major change in assets
• New charitable goals
• Changes in the people you want making financial or health decisions for you

Regular reviews can help keep your documents and financial plan aligned with your current wishes.
https://bit.ly/4i0G1OT

10/14/2026

⛳ Congratulations to Mathew Hill's son, Alex, and the Colgate Raiders on another outstanding performance!

Alex fired rounds of 66 and 67 to finish tied for 2nd at the Bucknell Invitational with a 7-under-par total. The Raiders finished runner-up in an 18-team field, marking their second consecutive second-place team finish and Alex's second top 5 this month!

Keep it rolling, Alex!

10/12/2026

Open enrollment is a chance to look beyond your health insurance. Your retirement contributions, HSA or FSA, and life and disability coverage can all play a role in your financial plan.

Before you renew last year’s choices, consider what’s changed in your life and whether your benefits still fit your goals.

Kaden Helmer shares what to review in his latest article:

Open enrollment comes around every year, and for many people, it can feel like another item to check off the list.

10/10/2026

30 years is a milestone worth celebrating!

Please join us in congratulating Laurie on 30 years with Ameriprise Financial!

Three decades of dedication, hard work, and commitment to the people she works alongside and serves is something to be proud of. We're grateful for the experience, care, and energy Laurie brings to Cadence Wealth Management Solutions each day.

Congratulations on this incredible milestone, Laurie! We're lucky to have you on our team!

10/09/2026

Fall can be an ideal time to travel: cooler weather, changing scenery and, in many destinations, fewer summer crowds. Travel + Leisure highlights U.S. cities worth considering for an autumn getaway, with plenty of food, culture and outdoor experiences along the way.

If you could take one long fall weekend anywhere, where would you go?

From Boston to Santa Fe, these are the top 21 U.S. cities for an unforgettable fall getaway, with seasonal feasts, Oktoberfest celebrations, and scenic strolls.