NEW FEATURE: Upload important documents through your Investor360° account!

Click the blue boxes throughout this email to read each article.

For many retirees and those approaching retirement, health care is one of the biggest financial concerns. Medicare offers a valuable foundation, but it doesn’t cover everything. This guide outlines what you need to know to take control of your health care expenses in retirement.

Aging in place—the idea of staying in your own home as you grow older—offers both independence and comfort. But while the idea sounds appealing, the financial reality of making it happen can be more complicated than many anticipate. Let’s break down the key costs associated with aging in place, and how you can manage them to stay on track with your financial goals.

While leaving assets to minors may seem like a simple solution, it can lead to unintended complications. Let's explore the challenges minors face when inheriting assets and provide practical strategies to help ensure that your wishes are carried out smoothly.

The “One Big Beautiful Bill Act” (OBBBA), signed into law by President Trump on July 4, introduces sweeping reforms across a wide range of policy areas. The act includes changes that will affect your taxes in 2026 and later.

In this video, Chris Fasciano, chief market strategist at Commonwealth Financial Network®, recaps the market and economic news for the prior month.

If you have any questions regarding market conditions, please feel free to contact Weller Financial Group at 315-524-8000.



Best,

Weller Financial Group

Weller Financial Group is located at 6206 Slocum Road, Ontario, NY 14519 and can be reached at 315-524-8000. Financial Advisors at Weller Financial Group offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.