DCH Financial Services, Inc.

Navigating through the ins and outs of Medicare can be confusing. Use this roadmap to help guide you through the process:

Infographic: Navigating Medicare raymondjames.com

While the election is front and center on everyone's minds, this week also is set to feature interest rate decisions from more than 10 global central banks, including the U.S. Federal Reserve, which will announce its FOMC meeting decision on Thursday afternoon.

Up & Adam: Daily market insights: November 5, 2024 amazonaws.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: November 1, 2024 www.raymondjames.com

How New RMD Regulations Affect a Key Category of Beneficiaries

How New RMD Regulations Affect a Key Category of Beneficiaries lordabbett.com

Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.

AI and cybersecurity: Fighting fire with fire raymondjames.com

Investing well, saving well and spending well are pillars of sound financial planning. For the philanthropically minded, add giving well to that list. Explore the financial and altruistic benefits of planned giving.

Giving well when you decide to give raymondjames.com

Medicare is an important component of holistic financial planning, but making decisions can be daunting with complex coverage options, pricing changes, and unique personal circumstances. Medicare's open enrollment season kicks off on October 15 and lasts until December 7, so now is the time to make sure you're getting the most out of your plan. Review this roadmap to help you navigate through the Medicare enrollment process:

Make the most of Medicare's open enrollment period raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: October 25, 2024 www.raymondjames.com

Hackers are responsible for a silent epidemic in which billions are lost annually. Fraud monitoring services can be a resource to stay ahead of the hackers, providing you with an additional level of protection for your most important assets. Whether or not you have a trusted service for keeping an eye on fraud, freezing your credit can be a way to prevent or mitigate impact.

What you need to know about freezing your credit raymondjames.com

Financial health – income, retirement savings and healthcare expenses – has overtaken physical and mental health as the top priority for U.S. workers, according to Franklin Templeton research. Read the Voice of the American Workplace Survey: https://www.raymondjamesconnect.com/aUHCY0

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. See how you can make your final tax-saving moves before Dec. 31:

Make your final tax-saving moves before Dec. 31 raymondjames.com

In today's fast-paced world, it's easy to miss out on the little things that bring us joy. Discover how to integrate more of what you love into your daily routine. Whether it's enjoying your favorite song or savoring a home-cooked meal, make these moments a regular part of your life and enhance your overall well-being.

Weave more of what you love into everyday life raymondjames.com

Estate planning is more than transferring money. It's about what that money can do for future generations, and making room for your family to grow closer, stronger – to prosper. The conversations may be sensitive, but they'll be worthwhile.

Future-focused communication can help your heirs flourish raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: October 18, 2024 www.raymondjames.com

In honor of Cybersecurity Awareness Month, elevate your cybersecurity knowledge and stay one step ahead. Delve into the complexities of common online scams and equip yourself with strategies to safeguard your digital presence.

Infographic: Outsmart the scams raymondjames.com

Nearly 68 million Americans will see a 2.5% increase in their Social Security benefits beginning in January of 2025. Learn more here.

Social Security increases benefits by 2.5% for 2025 raymondjames.com

Navigating Medicare's open enrollment period can be daunting, but it's a crucial time to reassess your healthcare needs and ensure you're getting the best coverage. From October 15 to December 7, take the opportunity to compare plans, review changes, and make informed decisions that align with your health and financial goals.

Make the most of Medicare's open enrollment period raymondjames.com