Shoop Financial Services

09/26/2026

The enrollment period ends on December 7, and changes made during this window generally take effect January 1. If you have not yet reviewed your Medicare coverage for next year, there is still time to evaluate your options. Take a moment to review your Medicare coverage with Chapter, a trusted advisory service provider, to ensure your plan still supports your health and financial goals. Read the one-pager to get started.

raymondjames.com

09/25/2026

www.usatoday.com

09/23/2026

Thinking about saving for college? Here's a quick primer on 529 plans, tax-advantaged investment accounts designed to help families save for education expenses:

raymondjames.com

09/22/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

09/18/2026

Benefits can be one of the strongest ways employers demonstrate their commitment to employees. Recent research shows that well-structured benefits are linked to higher employee loyalty, reinforcing the value of supporting long-term financial well-being. A thoughtful benefits strategy can help strengthen retention while fostering a more engaged workforce.

09/15/2026

www.housingwire.com

09/11/2026

www.thehindubusinessline.com

09/10/2026

As longer lifespans create new stages of life, people are continuing to learn, contribute and pursue meaningful goals in ways previous generations may never have imagined. Yet assumptions about age can sometimes influence how others view a person's capabilities or the role they should play in important decisions.

Thoughtful planning can help ensure important decisions are guided by your goals and preferences, not assumptions about age. If you're thinking about future transitions, support systems or ways to maintain independence and purpose in the years ahead, let's start that conversation.