Mark P McCormack, CFP, CLU

10/15/2026

Medicare Open Enrollment runs from October 15 through December 7. This is the annual window to review or change Medicare Advantage and prescription drug coverage for the year ahead.

You can use this time to compare premiums, out-of-pocket costs, covered medications, and provider or pharmacy networks before deciding whether your current plan still fits.

If you have questions, connect with your financial professional to talk through your options in the context of your broader retirement strategy.

10/15/2026

Estimated tax payments often create pressure when cash that should be allocated to taxes is already committed elsewhere.

For business owners, a tax reserve can help create a clearer boundary between operating cash and money that may be needed for quarterly payments.

Learn how a simple reserve system can help support steadier cash-flow decisions throughout the quarter and reduce the scramble when estimated taxes come due.

Read the full blog here: https://www.archstonefinancial.net/blog/estimated-tax-planning-for-business-owners-how-to-build-a-tax-reserve?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Dividends are one way some companies share profits with shareholders, but payments are not guaranteed and can change. Understanding how dividends work and where they may fit within a portfolio can help investors evaluate them more clearly.

Read the primer here: https://archstonefinancial.net/resource-center/investment/a-primer-on-dividends?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/09/2026

One of the biggest retirement questions is also one of the most personal: how long could your savings last?

The answer to this important question depends on your income needs, spending habits, investment assumptions, and time horizon.

Use our retirement savings calculator to explore how different inputs may affect your retirement outlook: https://archstonefinancial.net/resource-center/retirement/my-retirement-savings-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/05/2026

A will is important, but it may not cover every decision your family could face. Powers of attorney, healthcare directives, and other documents can clarify who can act and what you want if you cannot speak for yourself.

This article reviews several documents to consider: https://archstonefinancial.net/resource-center/estate/critical-estate-documents?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

10/05/2026

Yields have surged to multi-decade highs, raising questions about inflation, interest rates, and what's next for investors. Join CIO Gene Goldman on this week's episode of as he unpacks what's driving the move in bond yields, why higher rates aren't all bad news, and the key catalysts that could bring relief in the weeks ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/02/2026

The 2027–28 FAFSA filing season opens today, and deadlines can vary by state and school. Before you begin, gather contributor information, tax details, and a list of schools. Starting early gives you more time to resolve questions and meet the deadlines that apply to your family.

10/01/2026

This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:

Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…