Category: Articles

Navigating Open Enrollment and Medicare in 2026

October 16, 2025

By Jim Joseph, CFP® Medicare open enrollment is that time of year when it pays to hit “refresh” on...

2025-9_Retiring Before Medicare-Eligible Here Are Your Health Insurance Options

Health Insurance Options When Retiring Prior to Turning 65

September 10, 2025

By Jim Joseph, CFP® Deciding to retire early is a dream of many people, but achieving this goal requires...

2025-9_Estate Planning for Generational Wealth (1)

Building a Legacy: Estate Planning for Generational Wealth

September 2, 2025

By Jim Joseph, CFP® When it comes to wealthy families, estate planning isn’t just about deciding who...

Where Should My Next Dollar Go? Smart Financial Planning for Special Payouts

August 21, 2025

Welcome to this edition of Money Matters with FSA, where we help you navigate key financial decisions...

Big Beautiful Bill: 10 Ways the New Law Could Reshape Your Financial Future

August 11, 2025

For many Americans, the Big Beautiful Bill throws a wrench in financial planning. Determining how to...

The Retirement Triangle: Are You on Track?

July 30, 2025

Welcome to this edition of Money Matters with FSA, where we help you navigate key financial decisions...

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