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