Tuesday, October 22, 2019
We are currently in the Medicare Annual Enrollment Period for 2020 (Oct 15th - Dec 7th). Prescription drug plans can change each year so it is important to stay on top of those changes. Review your prescription drug coverage to make...
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Thursday, September 12, 2019
Elizabeth Warren proposes sweeping changes to the Social Security system. It looks like Social Security reform may play a large part in the next election. Click here for the full article.
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Wednesday, August 28, 2019
The FCC is out with a new warning about Medicare scams. Medicare will never call you out of the blue asking for personal information. If you are concerned about a call you received, you can reach out to Medicare 1-800-MEDICARE...
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Wednesday, August 7, 2019
Here are some little-known strategies you can use to bolster your retirement savings. Click here to read more.
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Monday, July 1, 2019
A new study found that the majority of retirees are not claiming their Social Security benefits at the most financially optimal time. Click HERE to read the full article.
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Friday, May 24, 2019
HSA Accounts are a great tool for individuals approaching retirement to offset health care costs but you need to make sure you follow the rules to avoid costly penalties. Read the full article here.
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Thursday, May 9, 2019
A new study shows that more people are taking their Social Security benefit before retirement age, resulting in a lower benefit. If Social Security is going to play a large part in your retirement income plan, you may want to tap into...
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Thursday, May 2, 2019
When you are building a retirement income plan, it is important to incorporate a "tax free" element. Roth IRA distributions and cash value inside permanent Life Insurance are two sources of retirement income that will not increase the...
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Tuesday, December 18, 2018
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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