Firm & Market Update

Resources:

• Share Your Feedback:
  • Leave a Google Review for Define Financial
• Fidelity Cash Changes:
  • Client Email Update (Sent 8-28-25)
• The One Big Beautiful Bill:
  • Article
  • Podcast
• Medicare Open Enrollment:
  • Podcast: Medicare Pitfalls and Upcoming 2026 Changes
  • Plan Finder to Explore Coverage Options
• Presentation Materials:
  • 2025 Firm & Market Update Slides