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Why 2.9 Million Medicare Advantage Members Got Dropped: What to Do Next
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Why 2.9 Million Medicare Advantage Members Got Dropped What to Do Next A wave of insurer exits and hospital contract terminations reshuffled Medicare Advantage in 2026. If your plan vanished, your doctor went out of network, or you’re just watching the headlines nervously, here’s how to act before the window closes. 9 Minute Read Medicare…
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7 Questions Every Investor Should Ask Their Advisor This Spring
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7 Questions Every Investor Should Ask Their Advisor This Spring Most portfolio reviews go like this: your advisor walks through performance, you nod, you sign something, you leave. An hour gone, nothing changed. That’s a missed opportunity, especially this year. The S&P 500’s top 10 stocks now make up roughly 41% of the index, more than double…
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What the “Retirement Risk Zone” Actually Looks Like in 2026
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What the “Retirement Risk Zone” Actually Looks Like in 2026 Two retirees with the same $2M portfolio and the same 5% average annual return can end up hundreds of thousands of dollars apart. Here’s why sequence of returns risk for retirement in 2026 deserves your attention this quarter, and the four moves that actually help.…
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7 Estate Planning Mistakes Tearing Families Apart Right Now
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7 Estate Planning Mistakes Tearing Families Apart Right Now Madison Partners A woman in Texas sued her father’s former employer after his retirement plan paid $400,000 to his ex-wife the beneficiary he’d named decades earlier and never updated. She lost. The case went all the way to the Supreme Court, and the ruling was unanimous: the plan…
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Avoiding Retirement Regrets: Red Flags When Interviewing a Financial Advisor
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Avoiding Retirement Regrets Red Flags When Interviewing a Financial Advisor The advisor you pick in your 50s will quietly shape the next 30 years of your life. Here are the financial advisor red flags that signal you’re about to hire the wrong one, and the questions that separate a real planner from a polished salesperson.…
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Retiring in the ‘Peak 65’ Wave: Why Timing Makes Your Advisor Choice More Important Than Ever
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Retiring in the ‘Peak 65’ Wave Why Timing Makes Your Advisor Choice More Important Than Ever A record 11,400 Americans are turning 65 every day in 2025. That surge is putting your rollover in the crosshairs of an industry eager to win it, which is exactly why choosing a Peak 65 retirement advisor deserves more…
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From Paycheck to Portfolio Paycheck: How to Choose a Retirement Income Advisor Who Specializes in Decumulation
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From Paycheck to Portfolio Paycheck How to Choose a Retirement Income Advisor Who Specializes in Decumulation Most financial advisors are trained to grow money, not to spend it down. If you’re five to ten years from retirement, that distinction matters more than anything else on their business card. 9 Minute Read The skills that got…
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Best Financial Advisor Companies for Retirees in 2026: How to Read the Rankings and Find a Human You Trust
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Best Financial Advisor Companies for Retirees in 2026 How to Read the Rankings and Find a Human You Trust The big 2026 “best advisor” lists are a starting point, not a shortlist. Here’s how to use them without getting steered into a product pitch, and what to look for in the actual person who will…
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Is Your Next Advisor a Person, a Robo-Advisor, or a Team?
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Is Your Next Advisor a Person, a Robo-Advisor, or a Team? Which Is Right? The line between human advice and software has blurred. Here’s how the human advisor vs robo-advisor decision actually breaks down in 2026, and the questions near-retirees should be asking before they hand over a dollar. 9 Min Read A decade ago,…
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Holistic vs Investment – Only Advisors: Which Type Do Near-Retirees Actually Need?
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Holistic vs Investment – Only Advisors Which Type Do Near-Retirees Actually Need? As retirement gets closer, the stakes on every financial decision go up fast. Here’s how to figure out whether you need someone managing your portfolio or someone managing the whole picture, and how to tell whether a firm truly delivers the latter or…
Behavioral Finance & Investor Education
