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November 2, 2026

Month: November 2026

In This Issue

BOOK REVIEW – Still working at 65? Medicare doesn’t make that easy.

November 2, 2026 California Broker Magazine

Email LinkedIn Facebook Print BOOK REVIEW By Melissa Nicolas Hernandez If you’re turning 65 and still covered by an employer plan—or spouse’s plan—you’re entering a Medicare gray zone. The rules are different. The timelines change. […]

In This Issue

2027 Social Security COLA Puts Retirement Income Plans Under Review

November 2, 2026 California Broker Magazine

Email LinkedIn Facebook Print SOCIAL SECURITY By Gregg Greenberg Financial advisors say the real test is whether after-tax income and portfolio withdrawals can keep pace with clients’ rising costs Financial advisors are using the run-up […]

In This Issue

When a Client Says ‘I Need Something Cheaper,’ Listen for What They Are Really Asking

November 2, 2026 California Broker Magazine

Email LinkedIn Facebook Print PROFESSIONAL DEVELOPMENT By Ethel Rio Cohen “I need something cheaper” is one of the most familiar openings in insurance, but price is not always the whole problem. Sometimes the client truly […]

In This Issue

A Gut Feeling About the Holidays: Stress, Connection and Digestion

November 2, 2026 California Broker Magazine

Email LinkedIn Facebook Print HEALTH & WELLNESS By Megan Wroe The holidays are coming, and your gut may already know it. You’re looking forward to seeing family, planning menus, coordinating travel, figuring out who’s bringing […]

In This Issue

Best Fall Hikes in California

November 2, 2026 California Broker Magazine

Email LinkedIn Facebook Print CALIFORNIA POSITIVE By Visit California Kick up some leaves on these autumn hikes around the Golden State Feel a briskness in the air? As the sun slants closer to the horizon, […]

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  • In This Issue

    BOOK REVIEW – Still working at 65? Medicare doesn’t make that easy.

  • In This Issue

    2027 Social Security COLA Puts Retirement Income Plans Under Review

  • In This Issue

    When a Client Says ‘I Need Something Cheaper,’ Listen for What They Are Really Asking

  • In This Issue

    A Gut Feeling About the Holidays: Stress, Connection and Digestion

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    Best Fall Hikes in California

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