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  • Aiello Kelly Wealth Management Group
    226 Schilling Cir Ste 270 Hunt Valley, MD 21031 T: 410.525.6200 TF: 800.638.2596
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Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Social Security 2027 cost-of-living adjustment: what it may mean for your retirement plan
The 2027 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Read
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
The return of income: bonds reclaim their role
10/19/2026
James Camp, co-head of Eagle Income, and Alexandria White, investment strategist at Eagle Income, explore how higher yields have restored bonds as a meaningful source of income and portfolio diversification.
Markets and Investing
Forecasting interest rates - investment objectives
10/19/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Thoughts on inflation, interest rates and retail sales
10/16/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Five key questions for third-quarter earnings season
10/16/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Give your Medicare coverage an annual checkup
With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
A new industrial revolution?
10/14/2026
Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.
Economy and Policy
Key person insurance protects your business from a difficult loss
Key person insurance can protect revenues and bolster employee retention.
Business Ownership
Tax-saving moves to consider before year end
Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.
Tax Planning

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Aiello Kelly Wealth Management GroupAiello Kelly Wealth Management Group
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  • 226 Schilling Cir Ste 270 Hunt Valley, MD 21031
  • T: 410.525.6200
  • TF: 800.638.2596
  • Map & Directions
  • Map & Directions

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