Did you know: Once you turn 73, you are required to make your first minimum withdraw from your traditional IRA. Even if you don’t need your savings for living expenses,…
Many people spend years working hard and planning for their ideal retirement activities, whether it’ll include traveling, gardening, reading books, knitting, socializing, exercising, or something else. While most people plan…
In 2022, Social Security benefits see an increase of 5.9% (the largest since 1983) thanks to the cost of living adjustment, or COLA. 25% of Americans increased their financial savings…
Are you retired and living on a fixed budget? The holidays can stretch finances to the max. While you may feel tempted to overspend on that bright shiny toy for…
It’s that time of year again! As the weather gets colder, TV commercials start advertising the same thing: Holiday Season! Many people are lucky to have extra family time in…
Considering retirement? Congratulations! There are endless ways you can spend your golden years. As you begin to make your plans, be sure your budget accounts for all those surprise costs…
Medicare covers about two-thirds of your healthcare costs, however the program is not free for its more than 60 million beneficiaries. To cover premiums and out-of-pocket prescription drug costs after…
As you head into retirement, you may be considering beach vacations and days spent doing what you love. But many seniors have another reality: heaps of student debt. Over the…
Whether or not you’ve taken the time to plan your estate, you still have one. An estate is everything you own, including your car, home, life insurance, furniture, and investments.…
PLEASE NOTE: Medicare Supplement insurance is available to those age 65 and older enrolled in Medicare Parts A and B and, in some states, to those under age 65 eligible for Medicare due to disability or End-Stage Renal disease. The purpose of this communication is the solicitation of insurance. Contact will be made by an insurance agent/producer or insurance company. Medicare Supplement insurance plans are not connected with or endorsed by the U.S. government or the federal Medicare program.
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