Align Wealth Management- Illinois

10/16/2026

Before the fourth quarter gets away from you, check three year-end items: remaining retirement contributions, required minimum distributions if applicable, and any charitable gifts you want completed this year. Coordinate tax-related decisions with your tax professional.

https://bit.ly/3VRU6GT

10/12/2026

Medicare's annual enrollment period begins Oct. 15 and runs through Dec. 7. Plans and personal needs can change from year to year, so it is worth reviewing premiums, prescriptions, providers and coverage before automatically renewing.

Get answers to common questions about changing your Medicare benefits.

10/07/2026

Cybersecurity Awareness Month is a good reminder to slow down when a message creates urgency. Before clicking a link or sharing information, contact the company or person using a phone number or website you already trust. The FTC has a helpful guide to recognizing phishing attempts.

https://bit.ly/4hHZX8P

10/05/2026

October is Financial Planning Month. A useful plan is not a binder you finish once. It is a decision-making system you can return to when work, family, health or markets change.

Our team approach brings more perspectives to the table so clients can make clearer decisions with fewer blind spots. What has changed in your life since your plan was last reviewed?
https://bit.ly/3W9imnR

10/01/2026

Happy International Coffee Day! Around our offices, coffee fuels early meetings, good conversations and more than a few spirited opinions about the best local cup. Where is your go-to coffee stop in Southern Illinois?

09/29/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

09/25/2026

If you are required to take Required Minimum Distributions (RMDs) from your traditional IRAs or qualified retirement accounts this year, checking off this task in early Q4 is essential.

Waiting until the final weeks of December to process distribution requests can lead to unnecessary stress—or worse, missed deadlines that trigger significant IRS penalty fees.

Take a moment this week to confirm that your RMD strategy is calculated correctly and scheduled for distribution well before the year-end deadline.
https://bit.ly/4yf5pHz

09/23/2026

Thank you to everyone who joined us for the Align Wealth golf scramble! We loved seeing familiar faces, meeting new ones and spending the day together on the course.

We’re grateful to everyone who played and helped make the event such a fun day. We hope to see you again next year! ⛳

09/22/2026

Happy first day of fall! As the leaves start to change and the air turns crisp, autumn brings a natural opportunity to slow down, reset, and focus on what matters most.

09/21/2026

On World Gratitude Day, we want to take a moment to express our deepest thanks to the people who make what we do so rewarding: our clients, partners, and friends across Southern Illinois.