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Medicare Planning Isn’t Complicated
A practical, easy-to-understand guide to Medicare planning, enrollment timing, and how financial advisors help avoid costly mistakes.
Author: Aileen Beno-Lietz
Dollar-Cost Averaging in a Volatile Market
In fact, recent market behavior has followed a familiar pattern. Even with geopolitical shocks, markets have remained relatively orderly, with volatility staying within historical norms and long-term trends largely intact. Therefore, the question becomes: how do you continue investing when the environment feels anything but predictable? One answer is a strategy built specifically for moments … Continued
Spring Cleaning Your Finances
Spring cleaning isn’t just for closets and garages; it’s also one of the best times to reset your finances. Here’s how to give your financial life a clean start this season.
2026 Tax Deadline is Approaching
But here’s the key distinction that often gets overlooked: a tax extension gives you more time to file, but not more time to pay. Understanding that difference can help you avoid unnecessary penalties, make better financial decisions, and approach tax season with a bit more clarity and confidence. The April 15 vs. October 15 Reality … Continued
Middle East Tensions & Market Impact
One of the most immediate market reactions has been in energy. Oil prices have risen as investors assess the possibility of supply disruptions, particularly around the Strait of Hormuz, a critical global shipping route for energy. At the same time, we’ve seen a familiar “risk-off” response: short-term equity volatility and a stronger U.S. dollar as … Continued
Tax Season and the Rise of Smarter Scams
The good news is that most tax scams follow predictable patterns. With the right awareness, and guidance from trusted financial professionals, you can significantly reduce your risk. At Larson Financial, we closely monitor emerging fraud tactics so we can help investors stay informed and protected. Below are some of the most common scams circulating this … Continued
The Financial Power Shift
Today, women oversee roughly one-third of U.S. investable assets, about $18 trillion, and that figure is projected to climb significantly by the end of the decade.[i] Globally and across North America, the “Great Wealth Transfer” is accelerating, and women are positioned to inherit and manage an unprecedented share of those assets. But this isn’t just … Continued