This month’s newsletter delves into the essentials of planning for long-term care, recent market trends, and Fed rate changes. With insights on costs, coverage, and investing strategies, we provide the guidance you need to navigate today’s economic landscape confidently.

This month, we’re exploring the changing seasons, both in the market and in life. Discover the latest updates on the Fed’s interest rate cuts, clear up common Medicare myths, and enjoy a curated list of fall events around Rochester and the Finger Lakes. Plus, we’ve packed in fun recipes and local happenings to make the most of autumn!

Welcome to this month’s newsletter! Our focus is on "Caring for Loved Ones and Your Portfolio" with essential insights to help you navigate your financial journey while balancing caregiving responsibilities.