Blog
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance. Extended-care coverage can be complex. Here's a list of questions to ask that may help you better understand the costs and benefits of these...
UPDATED: Why Medicare Should Be Part Of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs and coverage. Some retirees may do okay with original Medicare (Parts...
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a...
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are. Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you...
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of "FICA" and...
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their...
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early. When you are under 65, you become eligible for Medicare if: You have received Social Security Disability Insurance (SSDI)...
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses? About 14 percent of all motorists, or one-in-seven drivers, do not have automobile insurance, according to the Insurance Research Council.¹ Having the misfortune to get into an...
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage Medicare’s prescription drug benefit (Part D) is the part of Medicare that provides outpatient drug coverage. Part D is provided only through private...
