WealthPartners

10/16/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

10/15/2026

Medicare Open Enrollment runs from October 15 through December 7. This is the annual window to review or change Medicare Advantage and prescription drug coverage for the year ahead.

You can use this time to compare premiums, out-of-pocket costs, covered medications, and provider or pharmacy networks before deciding whether your current plan still fits.

If you have questions, connect with your financial professional to talk through your options in the context of your broader retirement strategy.

10/14/2026

Financial scams are becoming harder to recognize, especially as AI makes emails, phone calls, voices, and even videos more convincing.

But the most useful warning signs often have less to do with how a message looks or sounds and more to do with what you are being asked to do.

Our latest blog explores practical ways to verify suspicious requests, strengthen account security, and protect your identity and financial life from increasingly sophisticated fraud.

Read the full blog here: https://www.wealth-partners.com/blog/financial-self-defense-protect-your-wealth-and-identity-from-fraud?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/14/2026

There are many factors to consider before tapping retirement money to pay for college.

10/13/2026

Dividends are one way some companies share profits with shareholders, but payments are not guaranteed and can change. Understanding how dividends work and where they may fit within a portfolio can help investors evaluate them more clearly.

Read the primer here: https://www.wealth-partners.com/resource-center/investment/a-primer-on-dividends?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/12/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

10/09/2026

One of the biggest retirement questions is also one of the most personal: how long could your savings last?

The answer to this important question depends on your income needs, spending habits, investment assumptions, and time horizon.

Use our retirement savings calculator to explore how different inputs may affect your retirement outlook:

See how your current savings rate and contributions may grow into retirement income.

10/09/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.