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Retirement

MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.

Bridging the Gap
Resolving Projected Income Shortfalls: Bridging the Gap  1 What is a projected income shortfall?When you determine your retirement income needs,[...]
Give Your Retirement Plan an Annual Checkup
Give Your Retirement Plan an Annual Checkup  1 At Coliday Insurance, Health & Financial, we recommend that you review your[...]
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[...]
Why can’t we just call the kettle black?
I am in a business that seems to have fallen into the same undesirable, necessary evil, distasteful category as the[...]
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[...]
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[...]