Corsalus Financial

10/16/2026

Many people think legacy planning is only about what happens after they're gone.

In reality, some of the most meaningful opportunities to impact the next generation can happen during your lifetime. This article explores gifting strategies, family planning considerations, and ways to help loved ones while remaining mindful of your own financial goals.

📖 Click below to read more.

For parents saving for their children, the tax rules are often more generous—and more flexible—than many people realize. Here are some answers to common questions about such giving.

10/15/2026

📅 Medicare Open Enrollment begins today.

Between now and December 7, Medicare beneficiaries have the opportunity to review their coverage and make changes for the coming year.

Healthcare decisions are an important part of the broader retirement planning conversation. Learn more about our approach to helping clients align their financial plans with what matters most: https://www.corsalus.com/

10/13/2026

A thoughtful estate plan is about more than documents. It's about protecting the people, priorities, and values that matter most.

➡️ Swipe through for a closer look at several estate planning considerations that families often overlook.

Discover how personalized financial planning can help support your goals: https://www.corsalus.com/financial-planning

10/09/2026

👋 Meet Matthew!

We're excited to welcome Matthew Coffman as the newest addition to the Corsalus Financial team. As our new Client Services Specialist, he is committed to providing a positive client experience and helping ensure clients receive attentive, responsive service. We're thrilled to have him on board and look forward to what's ahead!

🔗 Learn more about Matthew and his background: https://www.corsalus.com/team/matthew-coffman

10/07/2026

The most important retirement benchmark isn't always how you compare to others.

It's whether you're making progress toward the life you want to live. This article explores how retirement savings evolve over time and why focusing on your own goals may be more meaningful than focusing on someone else's numbers.

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.

10/05/2026

🍂 Leaves Change, Life Changes Too.

This fall, we're exploring some of life's major transitions and the financial considerations that come with them. Throughout this series, we'll discuss retirement, career changes, family milestones, and other events that shape your financial picture.

We're kicking things off with retirement planning. For many people, retirement is about more than leaving the workforce. It's an opportunity to focus on what matters most, making thoughtful planning an important part of the journey.

If you're navigating a life transition and wondering how it may impact your plans, we'd love to start a conversation: https://www.corsalus.com/contact-us

10/02/2026

🍁 We always appreciate opportunities to spend time with the people we serve.

Our morning at the Morton Arboretum was filled with great conversations and beautiful fall scenery alongside many of our clients and their guests.

Thank you to everyone who joined us and helped make the event so special!

10/01/2026

An inheritance can be a meaningful gift, but it can also bring important financial decisions and new responsibilities.

From tax considerations to inherited investment accounts and real estate, our latest article explores several factors beneficiaries may want to consider as they navigate this life transition.

🔗 https://www.corsalus.com/blog/turning-fortune-into-financial-freedom-a-beneficiarys-guide-to-handling-a

09/25/2026

Financial Fact 💡

According to the IRS, the window to increase most 401(k) contributions for the current tax year closes on December 31.

Reviewing your contributions before year-end may help you determine whether you're on track to meet your retirement savings goals.

Discover how a personalized financial plan can help keep you on track: https://www.corsalus.com/financial-planning

09/23/2026

Retirement is no longer a short chapter for many people. It can be one of the longest and most meaningful phases of life.

As life expectancy increases, many people are preparing for more years of income needs, healthcare expenses, and evolving lifestyle goals. This article explores how longer lifespans are reshaping the way we think about planning for the future.

⬇️ Learn how longer life expectancies are influencing today's planning conversations.

What’s changed about life expectancy—and why It matters