Shannon Lewandoski CEPA

10/08/2026

As we observe Long-Term Care Planning Month, it’s a great time to consider what to look for in an extended-care policy. Here are 8 questions to help you better understand the costs and benefits of coverage.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/06/2026

While Social Security Disability Insurance can help if you’re unable to work due to illness or injury, it only replaces a portion of your income. Learn how disability insurance could help provide addition financial protection.

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

10/01/2026

October is Financial Planning Month. How does living longer change the way we should think about financial planning? Stanford Center on Longevity explores this question in a thought-provoking look at the future of financial planning.

Longer lifespans are fundamentally reshaping how people live, work and plan, exposing a growing mismatch between extended life courses and institutions designed for shorter lives. At the Stanford Center on Longevity’s convening, leaders across sectors explored how financial advice must evolve from...

09/29/2026

Mutual funds or ETFs — which may be the better fit for your portfolio? Both can offer diversification and access to a wide range of investments, but they differ in areas such as trading, fees, transparency, taxes and investment strategies. Compare the key differences.

09/24/2026

Market downturns can be unsettling, but they’re also a normal part of investing. Understanding the difference between a pullback, correction and bear market can help put market volatility into perspective.

When the market experiences volatility, it may be a good time to review these common terms.

09/22/2026

Settling an estate can involve many moving pieces. Understanding how to determine the value of an estate is an important first step in the process — from identifying assets and debts to gathering financial statements. See the four key steps for valuing an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

09/17/2026

A 529 can be a valuable way to save for education, but there are several factors to consider before opening an account, from investment options and fees to tax benefits and how the funds can be used. Learn key details before choosing a 529 plan for your family.

The SEC’s Office of Investor Education and Assistance is issuing this Investor Bulletin to answer questions that may arise when investing in a 529 plan account. Please also see our companion Bulletin, An Introduction to 529 Plans, for background information on the plans.

09/15/2026

This week is National Medicare Education Week! Understanding your coverage options and enrollment requirements can help you make informed decisions before you enroll.

Take the guesswork out of your IEP or SEP with this helpful article.

09/11/2026

Patriot Day, observed on Sept. 11, is a time to remember the strength, resilience and unity of the American people. We honor the spirit of service and the courage shown by first responders and communities across the nation.

09/07/2026

Labor Day honors the hard work and contributions of workers. It’s a time to relax, reflect and celebrate the backbone of our communities.