July 4, 2026

Welcome to MyFL Insights

A quick note on what to expect from our new client-portal blog.

Welcome to MyFL Insights — the education-first blog inside your My Financial Life client portal. Every Monday and Wednesday morning we publish a short, plain-English article on the questions we hear most from clients: retirement income, how life insurance actually protects your family, Medicare timing, and simple estate planning. Nothing here is a substitute for a real conversation with your advisor — consider these articles a head start.

Do You Know the Connection Between Income and Medicare Costs?

Withdrawing from traditional retirement accounts can impact your Medicare premiums more than you'd expect. Here's what to know about MAGI, IRMAA, and the two-year lookback.

5 Reasons to Consider Life Insurance

From protecting a young family to tax-advantaged wealth transfer, here are five reasons life insurance may belong in your financial strategy.

Annuities Offer Protection and Growth Potential

Annuities have played a role in retirement planning for centuries. Here's how fixed and fixed indexed annuities can help protect against sequence of returns risk and provide guaranteed lifetime income.

Related articles

Do You Know the Connection Between Income and Medicare Costs?

5 Reasons to Consider Life Insurance

Annuities Offer Protection and Growth Potential