Annual financial review chart: power of attorney, health care directive, long-term care, old accounts, Roth conversion
October 6, 2026

Annual Financial Review: Five Planning Decisions With No Deadline

RETIREMENT By Alex Langan, JD, Chief Investment Officer Langan Financial Group · 7 min read Some parts of a retirement plan arrive with a date attached. Medicare open enrollment runs from October 15 through December 7. Required withdrawals start at a set age. Tax returns are due in April. Other decisions come without a set date. They rarely arrive with...
Read NOW

Langan Financial Group, LLC ("Langan Financial Group" or "LFG") is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. LFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation. Important information about our firm is on our Disclosures page.

Form CRS & Privacy notice.

© Langan Financial Group 

Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085