by Suzanne Porske | Oct 13, 2026 | Uncategorized
Thanksgiving is one of the few weekends when three generations of the same family have been known to sit at the same table for hours at a stretch. Conversations can cover a wide range of subjects, and sometimes the conversation turns to money, and old habits emerge...
by Suzanne Porske | Oct 13, 2026 | Uncategorized
Medicare Part B premiums for 2026 rose to $202.90 a month, an increase of $17.90 from 2025 and just under 10 percent. For higher earners, that increase compounds when a surcharge, called the Income-Related Monthly Adjustment Amount, or IRMAA, is added on top of the...
by Suzanne Porske | Sep 29, 2026 | Uncategorized
A mother in California picked up her phone last spring and heard her daughter’s voice, panicked, saying she had been kidnapped and needed money sent right away.1 The voice had the right pitch and the right tone, even the small verbal habits her daughter...
by Suzanne Porske | Aug 19, 2026 | Uncategorized
Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the behavioral and judgment work that can...
by Suzanne Porske | Aug 19, 2026 | Uncategorized
When IPOs Dominate the Conversation When a company that most people recognize goes public, suddenly it’s everywhere. Media coverage spikes. Everyone is talking about the opportunity, and that conversation itself becomes part of the appeal. It feels like a...
