During this period, you can make changes to your Medicare Policy. Let's review the changes you can and can't make during this OEP Read more
Navigating Medicare can be overwhelming, especially when making the right decisions for your unique situation. During our Medicare 101 events, we frequently encounter three essential Read more
As you approach retirement, it's easy to get caught up in the excitement of planning your golden years. But one often overlooked factor that can Read more
Retirement planning is a critical aspect of ensuring a financially secure and comfortable future. One of the lesser-known but significant factors that can impact your Read more
Investing is a crucial aspect of retirement planning, and individuals often explore various options to build wealth for the future. Annuities, Individual Retirement Accounts (IRAs), Read more
Inspired by our recent YouTube Live session, we delve deep into the essentials of retirement planning using insights from the Money Guide Pro tool Read more
Choosing a Medicare plan for the first time can be a complex and confusing process. With so many options and variables to consider, making mistakes Read more
Almost 65 and wondering how Medicare works? In this blog, we will discuss the basics; who is eligible for Medicare, how to sign up for Read more
Planning for retirement is crucial, but don't forget about potential long-term care (LTC) needs. As we live longer, the chance of needing help with daily Read more
Retirement is a significant milestone! You’ve worked hard, and now it’s time to focus on enjoying this new chapter. However, with so many options available, Read more
Being a single parent comes with a unique set of challenges, and financial security for your child is likely a top concern. Life insurance can Read more
Planning for retirement is a crucial step towards financial security. While Social Security provides a foundation, it might not be enough to cover all your Read more
As you approach retirement, one of the critical decisions you'll face is what to do with your 401(k) savings. A 401(k) rollover involves transferring your Read more
Social Security is a vital source of income for many retirees, but tax implications can sometimes be confusing. In 2024, whether your benefits are taxed Read more
Remember that bag of groceries you used to buy for $50? Now, it seems to cost closer to $120. Inflation, the silent thief, is slowly Read more
As you approach retirement, navigating the labyrinth of financial planning is paramount. One of the most significant concerns for those aged 45-65 is managing taxation Read more