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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

A Checklist for Retiring in 2025

A Checklist for Retiring in 2025

Our checklist for retiring next year includes everything you need to do before the retirement party. Only you can know if you're ready for a checklist for retiring in...

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A Checklist for Retiring in 2025

A Checklist for Retiring in 2025

Our checklist for retiring next year includes everything you need to do before the retirement party. Only you can know if you're ready for a checklist for retiring in...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Uncertainty about global trade continued to be at the top of investors' minds as Trump announced 25% tariffs on Mexico and Canada while levying 10%...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Uncertainty about global trade continued to be at the top of investors' minds as Trump announced 25% tariffs on Mexico and Canada while levying 10%...

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Weekly Market Commentary

Weekly Market Commentary

Darren Leavitt, CFA US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly...

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Weekly Market Commentary

Weekly Market Commentary

Darren Leavitt, CFA US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly...

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Weekly Market Commentary

Weekly Market Commentary

Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the...

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Weekly Market Commentary

Weekly Market Commentary

Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Financial markets advanced this week as a solid start to the fourth-quarter earnings season, and some better-than-feared inflation data gave...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets fell in the first full week of 2025 as investors recalibrated their Federal Reserve monetary policy expectations. Stronger labor...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Taylor Fialkowski) or (Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Financial Solutions.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

What You’ll Pay in Out-of-Pocket Medicare Costs in 2025

What You’ll Pay in Out-of-Pocket Medicare Costs in 2025

“How much can I expect to pay out of pocket for Medicare coverage?” It’s something you might be wondering if you’re age 65+ or about to turn 65. Medicare expenses are a big concern for many older adults, especially those on a fixed or limited income. The first step to...

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The Medicare Part D Donut Hole Disappears in 2025

The Medicare Part D Donut Hole Disappears in 2025

Key takeaways: The Medicare Part D coverage gap known as the “donut hole” will end in 2024. As of January 1, 2025, Medicare Part D plans will have a $2,000 out-of-pocket limit. If you reach that threshold, your plan will pay for all of your covered medications in full...

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What You Need to Know About Changes to Medicare Part D in 2025

What You Need to Know About Changes to Medicare Part D in 2025

Two important changes are coming for Medicare Part D beneficiaries in 2025 as a result of the Inflation Reduction Act: Annual out-of-pocket (OOP) cap of $2,000 for prescription drugs. Medicare Prescription Payment Plan (MPPP), which will allow beneficiaries who opt in...

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