Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
General Resources
Social SecuritySSA (Social Security Administration office) 800-772-1213Medicare(800) 633-4227 For information on Medicare in English and Spanish(877) 486-2048 People who require TDD or[...]
Focus on Women’s Needs
How different are we?Studies reveal stark differences when making financial decisions.Women have different needs than men when it comes to[...]
Changes to Social Security Claiming Strategies
Changes to Social Security Claiming Strategies 1 The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended[...]
Which Birthdays Are Financial Milestones?
Quiz: Which Birthdays Are Financial Milestones? 4When it comes to your finances, some birthdays are more important than others. Take[...]
New Generation Retirement Plan
The Ultimate 5 Step Retirement Planning ProcessYour FREE guide to a safe and secure retirementIt wasn’t so long ago that[...]
The Secure Act of 2020
What Is the SECURE ACT?The Secure Act was signed into law December 20, 2019, and became effective January 1, 2020.[...]