At The Financial Guys, we believe retirement planning goes beyond an account balance. Investments, income, Social Security, taxes, healthcare, insurance, and long-term goals all need to work together.

As fall approaches, Medicare’s Annual Enrollment Period is your window to review coverage and make changes. Plan details for 2027 go live Oct 1; enrollment runs Oct 15–Dec 7; new coverage starts Jan 1. Here’s what to gather now and how to get ready.

Heroes on the Harbor is our way of recognizing the men and women who’ve served this country, and the families who’ve stood with them. The afternoon wasn’t about presentations or pitches. It was about connection: sharing a meal near the water, swapping stories, and spending time with people who understand what service asks of a family.

Protecting our clients and their information remains a priority. We continue to exercise due diligence, review unusual requests, follow verification procedures, and remain alert to emerging fraud tactics.