Fedor Financial Group, LLC

07/28/2026

Business success can make estate planning more complicated than expected. Here are three ways owners can prepare for a smoother transfer of wealth:

🏢 Consider business growth: A company that increases in value may create a larger tax bill and make inheritance decisions more complex.
💧 Keep cash available: Heirs may need funds to pay taxes or other costs without selling a business or property.
🧩 Connect the pieces: Trusts, insurance, and succession plans should support the same overall goals.

Learn why business owners may need to rethink how wealth passes to the next generation: https://bit.ly/44GThC0

Estate Planning Wealth Management Trusts Wills Tax Planning Inheritance Asset Protection Estate Taxes Family Wealth Legacy Planning

03/07/2026

https://www.cnbc.com/2026/03/06/this-is-the-biggest-mistake-you-can-make-during-volatile-markets-says-investment-strategist.html

Selling when markets get shaky keeps you from reaping the gains when stocks bounce back, experts say.

03/03/2026

Not everyone retires with a partner to help provide financial and emotional support. Solo retirement can offer freedom, but it often calls for a more intentional plan. Here are key steps to consider:

Protect yourself legally: Without a partner making decisions, documents like a durable power of attorney and healthcare directive are especially important. Naming someone you trust ahead of time can prevent complications later.
Strengthen your financial cushion: Solo retirees often need 70–80% of a couple’s budget, along with a larger emergency fund, and a thoughtful long-term care strategy.
Invest in your life: Delaying Social Security, evaluating housing choices, and building a strong social network can all play a role in stability and well-being.
Source: https://bit.ly/3OBRxVP

02/12/2026

Markets haven’t wasted a minute in 2026. Learn more about shifting risks, resilient fundamentals, and what they signal for investors in this month’s episode of Commonwealth’s The Market Observatory with Chris Fasciano and Sam Millette: https://bit.ly/4bLvqWt

In this month's episode of the Market Observatory, Chris and Sam discuss shifting risks and whether solid fundamentals will continue to support markets.

12/30/2025

What do Stelara, Imbruvica, Enbrel, Farxiga, Jardiance, Eliquis, Xarelto, Entresto, Januvia, and NovoLog all have in common? Their prices are going down in 2026!

The first 10 drugs subject to Medicare price negotiations go into effect on Jan. 1. Part D enrollees may see those drug costs drop by about half, AARP finds.

12/30/2025

Forget the new car—build real wealth with these simple habits:

✅ Align spending with purpose

✅ Invest in yourself

✅ Protect tomorrow’s options

Read timeless money lessons from a dad who got it right: https://bit.ly/yrsxsT

Money expert Brian Page shares the timeless financial lessons he learned growing up with a frugal father. "While others rushed to buy the newest car or gadget, he was content with what he had," he writes. "That mindset made him the quintessential millionaire next door."

12/16/2025

Thinking about giving your grandkids generous holiday gifts? Before writing those checks, consider working with their parents to use the money in a way that teaches good financial habits. See how structured gifts can turn $5,000 into a learning opportunity: https://bit.ly/cdvsscT

The grandkids' parents are worried they might spend it all. We ask wealth advisers for help.