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July

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking


Locked Out? How to Break Into Today’s Housing Market


What Is Value Investing?


Midyear Checkup: Can You Contribute More to Your Retirement Plan?


Taxing Social Security Benefits: Clearing the Confusion


Teens Say Social Media Takes a Toll on Mental Health

June

HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?


REITs Offer Income and Diversification


What Is Asset-Based LTCI?


What Can You Learn from Your Tax Return?


Variable Annuities: Strategies to Help Counter Retirement Risks


Goodbye Passwords, Hello Passkeys

May

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand


Be Storm Smart: How to Prepare for Extreme Weather


The Evolution of Retirement Savings


Don’t Overlook the Value of Social Security Survivor Benefits


The Corporate World Is All-In on AI


Online Shopping in the Tariff Era

April

HOT TOPIC: The Iran War, the Economy, and Your Portfolio


Foreign Stocks Outperformed in 2025


Medicare or Medicaid?


New Auto Loan Interest Deduction Explained


Small Business: Coping with the End of De Minimis Imports


Is Your Dream Kitchen a Good Investment?

March

HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?


No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup


Key Retirement and Tax Numbers for 2026


Wealthy Colleges Face Expanded Endowment Tax


A Roadmap for Your Family


Could an HSA Strengthen Your Retirement Strategy?

February

HOT TOPIC: Geopolitics and the U.S. Financial Markets


Keeping Cool in Volatile Markets


Don’t Take the Bait: Top Tax Scams in 2025


Location, Location, Location: The Premium Parents Pay for Top Schools

January

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026


Key Tax Law Changes to Higher Education Coming Soon


Strategies for Smarter Giving


Surprise! It’s Retirement Time


Tips to Help Preserve Your Inheritance


Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

December

HOT TOPIC: The Shutdown is Over: What Now?


Balancing Life in the Sandwich Generation


Beneficiary Designations: Who Gets the Money?


Closed-End Funds May Offer Higher Income


Life Insurance for Two


Unpacking the Real Limitations on Unlimited PTO

November

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?


Are You Prepared for the High Cost of Dying?


What Happens to Your Time Horizon at Retirement?


Navigating Medicare Open Enrollment


Consider Roth for Tax-Free Income


Avoiding Probate with a TOD Deed and TOD Account

October

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act


Life Insurance Might Help During Turbulent Economic Times


How Has SECURE 2.0 Affected 401(k) Plans?


Three Ways to Help Build Financial Resilience


Could Employee Ownership Be Part of Your Succession Plan?


Grocery Games: Strategies to Help Stretch Your Food Budget

September

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines


Consider Munis for Tax-Free Income


Navigating Financial Conversations with Aging Parents


Voluntourism: A Vacation That Makes a Difference


Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers


Why Renters Should Have Their Own Insurance

August

HOT TOPIC: What’s in the New Tax Legislation?


Have You Set a Retirement Savings Goal?


Buying a Condo? Focus on the Financials


Investing with Market Cap in Mind


How Savers and Spenders Can Meet in the Middle


Home Appliance Economics

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. (Osaic Wealth), member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, subsidiary of Osaic Holdings, Inc.

This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, ME, MD, MA, MI, MN, MS, MO, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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