2021 Illustrated Market Review
An illustrated world review of selected capital market results in 2021.
Open Window's Insight Articles
Financial Best Practices for Year-End 2021
Here are six of the best year-end practices that we're sharing with clients.
Medicare Open Enrollment Begins October 15
It's time to review your Medicare options for 2022. Let's review your Open Enrollment Period options and look at changes to Medicare benefits for 2022.
FAFSA Application Advice for College-Bound Kids
The sooner you apply for the FAFSA after October 1, the more likely your efforts will pay off. Students who file the FAFSA during the first three months [October to December] tend to get twice as much grants, on average, as compared with students who file the FAFSA later
2020 Illustrated Market Review
An illustrated world review of selected capital market results in 2020.
Financial Best Practices for Year-End 2020
There’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.