Money Moves · November 2026 · Solutions Group
Protect What Matters. Finish the Year Strong.
Hey family,
November is about gratitude—but also making sure the people and things we're grateful for are protected.
Marketplace Open Enrollment is underway, and Medicare Annual Enrollment continues through December 7. If your income, household, doctors, or prescriptions have changed, don't assume last year's plan still fits.
And before the holiday rush takes over, give your life insurance, beneficiaries, and year-end tax records a little attention. A little planning now can save a lot of scrambling later.
“Being thankful for what you have also means making a plan to protect it.”
— Jaime Lynn
Individual and Family Health Insurance
Review your 2027 Marketplace coverage options. Update your household information and projected income, and take a fresh look at your doctors and medications. Compare the premium alongside deductibles, copays, provider networks, and prescription costs.
Explore individual and family health insurance →
Medicare: review your options before December 7
Medicare's annual Open Enrollment period runs October 15–December 7. Review your 2027 Medicare Advantage or Part D options and any changes to your current plan. Your doctors, prescriptions, pharmacy, and costs should all be part of the conversation.
Medicare consultations are handled by a licensed and knowledgeable insurance agent.
Schedule a Medicare review →
Protect your people
Review your life insurance coverage and beneficiary information. Has your family grown? Have your responsibilities changed? A conversation can help you understand your current protection and any available options.
Talk through life insurance options →
Tax time is coming
Catch up on your 2026 income records, expenses, and receipts before year-end. If you work for yourself or have a side hustle, keep personal and business spending separate and gather the records that support your actual income and expenses.
Visit our dedicated tax preparation website →
Your November money check
- Health: Review your 2027 Marketplace options and household information.
- Medicare: Check Medicare Advantage or Part D changes before the annual enrollment window ends.
- Life: Review coverage and beneficiaries.
- Taxes: Organize your 2026 records before year-end.
Need a coverage or year-end check-in? Connect with Solutions Group.
This is the November 2026 newsletter edition. Eligibility, plan availability, provider and prescription participation, benefits, and costs vary. Enrollment is subject to applicable enrollment periods. Insurance approval and rates are not guaranteed. Tax preparation is offered within supported scope, excluding anyone who needs a California or New York return prepared. General educational information does not replace advice for your individual situation.
Enrollment references: HealthCare.gov dates and deadlines · Medicare Open Enrollment.
Solutions Group · November 2026 · Archive
Medicare Help for Your Family
Thank you for trusting Solutions Group with your health insurance needs. We now also help with Medicare Advantage and Part D prescription drug plans.
If your parents, grandparents, siblings, or other loved ones need help understanding their Medicare options, they can request a conversation directly with Solutions Group.
They can expect straightforward explanations, help reviewing doctors, prescriptions, and costs, and support beyond enrollment. Medicare consultations are handled by a licensed and knowledgeable insurance agent.
Explore Medicare assistance →
Adapted from our November 2026 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
Solutions Group · October 2026 · Archive
It’s Time to Review, Not Assume.
Hey family,
October is moving fast. Medicare Annual Enrollment begins October 15, and Marketplace Open Enrollment for 2027 coverage begins November 1. Then the holidays arrive—and tax season is right behind them.
Don’t assume your 2026 coverage is still the best fit for 2027. Costs, doctors, pharmacies, and prescriptions can change. So can your income and household. This month, review before you renew.
“Renewing without reviewing is how you miss changes that matter.” — Jaime Lynn
Your October money check
- Medicare: Review 2027 Medicare Advantage or Part D costs, coverage, doctors, and prescriptions during the October 15–December 7 annual enrollment period.
- Individual and family health insurance: Gather projected income, household, and coverage information ahead of November enrollment.
- Taxes: Catch up on 2026 income and expense records before January.
- Life insurance: Review coverage and beneficiaries.
Please don’t bring us a shoebox and a prayer! Organizing a little at a time makes the conversation easier.
Adapted from our October 2026 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
Solutions Group · September 2026 · Archive
Prepared Beats Panicked.
Hey family,
September can fool you. Summer is over, the kids are back in school, and life finally feels like it’s getting back into a routine. But some of the busiest insurance and financial months of the year are right around the corner.
October brings Medicare Annual Enrollment. November brings individual and family Marketplace Open Enrollment. Then come the holidays, year-end decisions, and tax season. September is our month to get ahead.
“Being prepared may not feel urgent today. But neither does being unprepared—until the deadline gets here.” — Jaime Lynn
Your September check-in
- Has my household income changed?
- Have I added or lost health coverage?
- Has my household or family changed?
- Am I ready to review my 2027 Medicare coverage?
- Are my business records organized for tax season?
For a coverage conversation, bring your doctors, medications, and household information. For tax preparation, start organizing income and expense records now. You do not have to wait until something becomes urgent to handle it.
Adapted from our September 2026 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
Solutions Group · August 2026 · Archive
Back to School. Back to Business. Back to Your Financial Goals.
Hi there,
August always feels like a fresh start. As routines return, it’s the perfect time to get organized before the busy season begins.
The kids are heading back to school, vacations are winding down, and many of us are getting back into our regular routines. While everyone’s shopping for backpacks, supplies, and calendars, don’t forget to get your financial records organized too.
Just like a successful school year starts with preparation, your year-end preparation benefits from a plan. Check in before the holiday season, Open Enrollment, and year-end tax preparation arrive.
“Your kids aren’t the only ones heading back to school. August is your reminder to relearn your money habits, reset your goals, and finish the year stronger than you started.”
Your back-to-school checklist
- Are my income and expense records up to date?
- Am I keeping track of business expenses?
- Have I reviewed my health or life insurance this year?
- Am I keeping tax-related records together?
- What do I need to organize before year-end?
Questions? Reach out to Solutions Group for help identifying the next step for your coverage or tax preparation.
Adapted from our August 2026 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
Solutions Group · May 2026 · Archive
Messy Money Costs More.
Hey family,
May is what I like to call Boss Season. Life is moving, kids are wrapping up school, business is picking up, and money is coming in and going out. This is often when things start getting a little unorganized.
Messy records can make it harder to explain your income, support expenses, and prepare for tax filing. Receipts in different places and personal and business spending mixed together make the work more difficult.
That’s not a failure. It’s a reminder to tighten up your routine.
A practical recordkeeping reset
- Gather your income records and receipts in one place.
- Keep personal and business spending separate.
- Review your records regularly so missing information is easier to find.
- Keep supporting records for expenses you plan to discuss with your tax preparer.
If you’re self-employed or have a side hustle, organized records help us understand your Schedule C tax preparation needs. Individual and small-business tax preparation is available within our supported scope.
We’re not carrying a pile of mystery receipts into the second half of the year. Let’s tighten it up.
Adapted from our May 2026 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
Solutions Group · September 2025 · Archive
Your Mid-Year Tax Check-In
A refund or tax bill can be a reminder to review what changed during the year. This archived client check-in encouraged a conversation before the next filing season.
What to bring to a tax preparation conversation
- Work changes: A new job, raise, or side hustle and the related income records.
- Contact information: An updated mailing address, email, and phone number.
- Life changes: Marriage, divorce, a new baby, or changes involving dependents.
- Business activity: Income, expenses, and supporting records for self-employment.
- Retirement or savings records: Relevant statements and contribution records for your preparer to review.
Individual circumstances and tax-year rules matter. Bring your questions and records so the next conversation starts with the right information.
Adapted from our September 2025 newsletter or client email for the website archive. Historical enrollment reminders apply to the edition shown. Services and eligibility remain subject to current availability and requirements. General educational information does not replace guidance for your situation.
