This month, we’re exploring the changing seasons, both in the market and in life. Discover the latest updates on the Fed’s interest rate cuts, clear up common Medicare myths, and enjoy a curated list of fall events around Rochester and the Finger Lakes. Plus, we’ve packed in fun recipes and local happenings to make the most of autumn!

Welcome to this month’s newsletter! Our focus is on "Caring for Loved Ones and Your Portfolio" with essential insights to help you navigate your financial journey while balancing caregiving responsibilities.

Long-term care is a subject that becomes increasingly relevant as our population ages and the need for comprehensive care and support continues to grow. In this newsletter, we will explore the various aspects of long-term care

It’s that time of year again! Medicare enrollment begins October 15 and ends on December 7th. But, in reality, there are three Medicare enrollment periods

• The Initial Enrollment Period

• The General Enrollment Period

• The Special Enrollment Period

This month we focus on Medicare Basics as well as Health Savings Accounts and finishes with a brief market update.