A Few of 2026's Decisions Don't Get a Second Chance

26 Things to Know for Your 2026 Retirement Plan

A panel discussion featuring Wealth Managers from Cornerstone Financial Solutions. Recorded August 25, 2026.

We sort through 26 of the most relevant developments facing people at or near retirement in 2026. Because the problem isn’t finding information. It’s knowing which developments actually require your attention, and which don’t.

      • Social Security — the funding questions worth understanding before you claim
      • Tax changes — what’s already scheduled and what may be ahead
      • Markets and volatility — how to think about it when income is on the line
      • AI and financial fraud — the real threat, and what to do about it
      • Healthcare and long-term care — the costs most people underestimate
      • Midterm elections — what history actually shows about markets and policy
      • Income planning — how to tell if everything is working together

Watch it if you’re interested in straightforward information about what’s happening, what it means, and what deserves your attention.

Frequently Asked Questions

Who is this recording for?

This recording is for people at or near retirement who want to understand which 2026 developments actually matter for their plan. If you’ve been watching the news and wondering what you should do about it, this is a direct, practical conversation built around your situation.

Is this a sales presentation?

No. This is an educational panel discussion, not a product pitch. We’ll cover what’s happening, what it means for people at or near retirement, and what actually deserves your attention right now.

Do I need to watch the whole thing at once?

No. Watch at your own pace. The recording is organized around themes, so it’s easy to revisit specific topics.

What if I have questions after watching?

We’re happy to talk through anything that comes up. You can reach us at 605.357.8553 in Sioux Falls, 605.352.9490 in Huron, or via email at cfsteam@mycfsgroup.com.

What makes Cornerstone Financial’s approach different?

We focus on how everything in your financial life works together rather than individual pieces one piece at a time. This event reflects that same approach: we’re not here to alarm you about headlines. We’re here to help you sort out what matters for you and your family.

While we are familiar with the issues to be presented, Raymond James advisors do not provide tax or legal services, you should discuss these matters with the appropriate professional.

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