Medicare has different parts—A, B, C, and D—but what do they actually cover? Deanne Rosso and Gary Stoller explain the basic parts of Medicare, how they work together, and why understanding your options matters when planning for retirement.
Financial Planning
08.27.2026
Can I Work While Claiming Social Security?
Can you keep working while collecting Social Security? Deanne Rosso and Brian Rosso explain how earnings limits work before full retirement age, when restrictions disappear, and why coordinating Social Security with your overall retirement plan is so important.
08.19.2026
Social Security, Simplified: How to Claim Smarter
In this webinar, Brian Rosso breaks down Social Security in clear, practical terms—so claiming doesn’t feel like guesswork.
08.14.2026
Rising Yields and Your Portfolio
In the past five months, interest rates in the US have moved up significantly. While the rates on all maturities have climbed, US Treasury yields for bonds with maturities greater […]
08.06.2026
When Should I Claim Social Security?
Should you claim Social Security early, wait until full retirement age, or delay even longer? Deanne Rosso and Brian Rosso explain the key factors that can help determine the right claiming strategy for your retirement plan.
07.23.2026
My children are growing up quickly. Our youngest is now in high school, and our oldest heads off to college this fall. Before long, they will be earning money, paying […]
07.23.2026
IRA Planning: Save Taxes and Get More Out of Your Retirement
In this retirement planning webinar led by Clarke Holt, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important.
03.20.2026
What if Interest Rates Stay Higher for Longer?
After declining for much of 2025, interest rates have started climbing again recently, driven by higher inflation readings, tariff concerns, and the impact of the war in Iran on energy […]
11.10.2025
Is Economic Growth Inevitable?
Let’s start with some good news this month — the world is wealthier today than it has ever been. Total global wealth now clocks in at almost $500 trillion, or […]
10.31.2025
Scam-Proof Your Finances: Practical Steps You Can Take Today
October was Cybersecurity Awareness Month, but it’s never too late to lower your digital risk. Taking a few smart steps now can prevent costly headaches later. The FBI’s 2024 Internet […]
10.07.2025
Charitable Giving Under the One Big Beautiful Bill Act
Happy Fall! As we enter the final quarter of the year, our attention turns toward those remaining items on our planning checklist for 2025. For many of us, making charitable […]
08.12.2024
Investors could be forgiven for feeling a little frustrated in early 2023 when they reviewed their year-end statements. Stocks, bonds, and real estate investments all produced negative returns in 2022, […]
07.16.2024
Worried about the National Debt?
Concerns about the gross national debt, perennially in the background, have taken on a new urgency recently. Since the outbreak of the Covid-19 pandemic in 2020, total federal debt levels […]
05.20.2024
Why Didn’t 5% Rates Kill the Economy?
For the past several quarters, economic growth in the US has continued to surprise to the upside. While the economy tends to expand in most years, many analysts had assumed […]
04.16.2024
Cognitive Biases in Investment Decisions
This month we have been discussing behavioral finance at Elevate, which is the study of how human psychology affects investment decisions. Behavioral finance may not have quite the rich history […]
12.11.2023
Earning interest on cash savings is back in fashion again. After being starved for yield for more than a decade, investors are flocking to money market funds, CDs, and short-term […]
10.10.2023
October Declared Financial Planning Month in Georgia
The State of Georgia recently declared October 2023 as “Financial Planning Month.” This move underscores the critical importance of financial planning in achieving financial stability and success for individuals and […]
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