Adam D. Cupp, CRPS - UIS Insurance & Investments

11/01/2026

Military service asks something of the whole family, not just the person in uniform. Deployments, moves, missed milestones, and more, military families carry it all.

This November Military Family Month, we're taking a moment to recognize the spouses, kids, and parents who serve in their own way, every single day.

To every family with someone who serves, thank you.

10/28/2026

The linked material is provided for informational purposes only and does not constitute investment, legal, tax, or fiduciary advice. The inclusion of third-party content is not an endorsement of any individual, firm, viewpoint, or legal position. Laws, regulations, and interpretations may change; consult qualified legal and other professionals regarding your specific situation.

If a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.

10/28/2026

10/27/2026

10/22/2026

🛍️ What if you and another shopper paid different prices for the exact same groceries?

AI could make that scenario more common.

Retailers are exploring personalized pricing, which may use data such as browsing habits, ZIP codes, and purchasing behavior to determine what individual shoppers are willing to pay.

In one Instacart pricing experiment, researchers found that identical grocery baskets cost some shoppers up to 23% more than others. Instacart disputed aspects of those findings and later ended the experiment.

As AI becomes more involved in retail, it raises an interesting question: Will the price you see depend on who's shopping? 🤖



Source:

Retailers want to harness the power of artificial intelligence to set personalized prices for shoppers, a consumer protection expert says.

10/07/2026

🗓️Medicare Open Enrollment Begins October 15 🗓️

Whether it’s for yourself, a parent, or someone you care about, Medicare Open Enrollment is the window to review coverage and explore options for the upcoming year.

💡Remember, you can change your Medicare elections every year. If your needs have changed, it's worth reviewing to see if another option would be better. If you’re unsure where to start, now’s the time to ask questions and get the facts.

🗓️ Deadline: December 7 🗓️

🔍 Mark your calendar and double-check your current coverage before time runs out.

09/07/2026

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

08/12/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

08/06/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout.com, June 2026
AALTCI.org, June 2026
EBRI.org, 2026