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Open Window's Insight Articles

Applying science and good sense to organize order from chaos

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Spring Cleaning Shred-It Event April 17-28 Thumbnail

Spring Cleaning Shred-It Event April 17-28

Spring is an ideal time to clean up clutter. To assist you, Open Window is offering free document destruction during the weeks of April 17th to 28th. Drop your documents by anytime to be securely recycled, or schedule a time with us within.

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Are You Getting Killed On Taxes? Myths & Tips Thumbnail

Are You Getting Killed On Taxes? Myths & Tips

A tax-focused understanding of your finances is a crucial component of preserving and growing wealth. With tax rates set to rise in 2026, a tax-focused financial strategy is now even more crucial, regardless of your age or income-level. Here are a few tips to get around the myths we see tripping up high-earners and good savers.

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The Stock Market Should Visit A Cardiologist Thumbnail

The Stock Market Should Visit A Cardiologist

An electrocardiogram (ECG/EKG) of someone experiencing heart trouble looks eerily similar to the stock market from month to month. With so much volatility - up one day, down the next - and with the average individual investor’s portfolio declining 27% last year, it's no wonder investing in the stock market is viewed as risky. However, with the right investment approach, positive results are still the expectation rather than the exception, as we show within.

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What To Know - SECURE 2.0 Act Thumbnail

What To Know - SECURE 2.0 Act

Major highlights and an interactive checklist to help you to decipher the SECURE 2.0 Act, a 4,155-page bill enacted on December 29, 2022. Employers and the government play a role in your retirement, but much of the preparation ultimately falls on you. That’s America for you. The good news is, you get to call your own shots. The bad news is, you have to!

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What to Know - Social Security & Medicare IRMAA Thumbnail

What to Know - Social Security & Medicare IRMAA

Were you surprised to receive a Medicare IRMAA letter from the Social Security Administration? You're not alone! Beware that certain income levels can increase your 2023-year Medicare premium by 47%, 119%, 191%, 262%, or 286%. And yet, some people might still pursue a higher premium and be glad they did!

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Find That Lost 401(k)! Thumbnail

Find That Lost 401(k)!

Do you have a long-lost retirement account left with a former employer? Here's how to identify lost accounts and reclaim your money! From retirement accounts to refunded utility payments, safe deposit box contents, and more, you’d be surprised at what may have disappeared over the years!

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Medicare Open Enrollment Begins October 15 Thumbnail

Medicare Open Enrollment Begins October 15

It's the time of year again to review Medicare options. The Open Enrollment Period — which begins on October 15 and runs through December 7 —is an opportunity to switch to a better Medicare health and prescription drug plan. Let's review the Open Enrollment Period options and look at changes to Medicare benefits for 2023.

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Remembering Summers Past Thumbnail

Remembering Summers Past

Heightened levels of market uncertainty across stock and bond markets alike may have left you once again wondering whether this time is different. Let's examine the severity of current events and consider what causes them to loom so large, while also recognizing how easy it is to rewrite memories of past challenges.

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We Make A Life In What We Give Thumbnail

We Make A Life In What We Give

We make a living in what we get, but we make a life in what we give. "It was scary to cut all of my hair off, but I felt like I was truly doing something meaningful for someone." If you're inspired by Lindsey's experience, please consider donating to Wigs for Kids through your Charitable Gift Fund or at www.wigsforkids.org/monetary-donation.

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Political Elections & Market Results Thumbnail

Political Elections & Market Results

While the outcomes of the November 2022 mid-term elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the months to come. Let's take a look at how U.S. markets have performed during or after a U.S. election. Can you identify a pattern?

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Too Costly To Hazard A Guess Thumbnail

Too Costly To Hazard A Guess

Markets often surge, just when we’re most convinced they never will. When you guess wrong, missing out on even a few of the market’s best days each year can have a significant impact on cumulative returns.

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