Hallmark Wealth Planning

10/25/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

10/23/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10/23/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

10/22/2026

October 15 through December 7 is open enrollment for Medicare! Now’s the time to re-evaluate your current Medicare coverage. Not sure exactly what you can and can’t do during this period? This will simplify it all for you. .

Each year, Medicare beneficiaries have an opportunity to make changes to how they receive their Medicare coverage during the nearly 8-week annual open enrollment period. This brief answers key questions about the Medicare open enrollment period and Medicare coverage options.

10/22/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

10/22/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

10/22/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

10/21/2026

People often believe that Medicare covers long-term care (provided either at home or in a nursing facility). Unfortunately, that’s not the case. Medicare doesn’t cover assisted living, skilled nursing, or long-term care.

Long-term care insurance. Medicare. Retirement planning. Protecting retirement savings.

10/18/2026

Take a moment today and go online to view your Social Security earnings history statement. This powerful document provides a detailed record of your income and contributions over the years, plus future benefits. It's like having a roadmap to your retirement dreams!
https://www.ssa.gov/myaccount/statement.html