Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
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[...]
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[...]
Is the Coronavirus infecting your money?
This might be the time to look at finally diversifying a portion of your portfolio into something safe. My clients[...]
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[...]
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[...]
Course Corrections to Consider
Retirement planning course corrections to consider4It’s no secret that millions of Americans are approaching their retirement years with meager savings[...]