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Open Window's Insight Articles


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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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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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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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The SECURE Act and You Thumbnail

The SECURE Act and You

Yesterday, Congress passed the SECURE Act. Since you may hear about this Act as the “Biggest Retirement Bill in More than a Decade” we wanted to share our initial thoughts with you.

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