FINANCIAL FOCUS® The questions that come after you've built your wealth Nov 2, 2026
Preserving wealth requires asking different questions from the ones that built it. Once you've accumulated meaningful assets, the focus shifts from growth alone toward stewardship — keeping what you've built, directing it purposefully and making sure it continues to serve the people and causes that matter most to you. The most important conversations often have little to do with investments. How wealth moves through a family, and what it carries with it, can matter just as much as asset allocation. How
Financial Focus® How To Make The Most Of Open Enrollment This Year October-November 2026
Every fall, an email lands in Maya's inbox announcing open enrollment. And every year, she quickly clicks "renew" and moves on. Open enrollment is when you choose your medical and other workplace benefits for the coming year. Most companies hold it in the fall. Once it closes, you usually can't make changes unless there's a major life event, like marriage, divorce or a new child. This year's decisions may carry more weight than usual. Many workers are facing higher health care costs, making it
