Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
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[...]
Annuities are coming to 401(k)s
The SECURE ACT will make it possible for employer-sponsored plans to add insurance products to their retirement plans.The SECURE ACT[...]
Bridging the Gap
Resolving Projected Income Shortfalls: Bridging the Gap 1 What is a projected income shortfall?When you determine your retirement income needs,[...]
Misconceptions That Could Derail Your Retirement
It’s hard enough to prepare for retirement when you’re working with correct information. Factor in the misconceptions that are out[...]
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[...]
Buy Some Guaranteed Income
Thinking about diversifying a portion of your portfolio into something safe and guaranteed? Here's what Susie Orman has to say[...]