Office of Pavlos Panagopoulos

08/07/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

08/05/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

08/03/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

07/31/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

07/29/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

07/27/2026

Retiring does not mean you’re done with your financial planning journey. By maintaining these six habits, you’ll be better positioned to manage risks, adapt to changes, and feel confident about your future.

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

07/24/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

07/22/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

07/20/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

07/17/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.