As we near the end of 2025, here's a practical checklist of items to consider that may impact your taxes, investments and long-term financial plan.

As 2025 comes to a close, U.S. markets reflect a year impacted by volatility, shifting policy winds, and the powerful influence of artificial intelligence. We break down the major themes and events that shaped markets in 2025 and look ahead to what investors may face in the year to come.

Pontera is a secure platform that allows us to view and adjust employer-sponsored retirement plans, such as 401(k)s and 403(b)s, without ever taking custody of your assets.

In recognition of Charitable Giving Month, Ken Burke shares practical tips to help you plan for the 2025 tax season. He covers important tax dates in November and December, key tax numbers to know, and three charitable giving ideas to consider before year-end.

Once again, it is time to make your annual health care choice. The Medicare open enrollment period runs from October 15 to December 7, 2025.

As the days grow shorter and the leaves fall, we reflect on a summer filled with sunshine, teamwork and unforgettable moments here at HFA.