I’m turning 65 and the Social Security office is closed… now what?
I’m turning 65 and the Social Security office is closed…now what? I get calls like this all the time. A person is turning 65, however, the Social Security Administration (SSA)…
Tips For Reviewing Your Life Insurance Policy With A Financial Professional
When you purchased your life insurance policy it was best suited for your needs at the time. But as your life situations change, so do your life insurance needs. That's…
Applying for Part B Medicare
Some of you are still working, have health insurance coverage through your job, but applied for Part A Medicare because as you turned 65 it’s required. If you didn’t you…
Tips For Finding Retirement Planning Advice
We won’t sugar-coat it: when it comes to retirement, there's a lot to plan. If you’re like most people, you'll want some advice on how to make sure your money…
Life insurance at any age
Buying life insurance is an important part of your overall financial planning to help ensure your loved ones are financially covered to continue their lives without you. Life insurance coverage…
Reasons to purchase life insurance for family members
Buying life insurance is an important part of financial planning that’s designed to help protect our loved ones when we pass away, both financially and emotionally. But that coverage isn’t…
Ways to save money this summer
Summer is coming up quickly and with an end in sight for the pandemic, you may be itching to get out into the world. But remember to do so safely…
DO YOU OWN YOUR FINANCIAL FUTURE?
In times of uncertainty and economic changes, life insurance can be a valuable component to a financial strategy. Unfortunate events can alter your financial future, but there’s a way to…
CHANGING FROM THE MARKETPLACE TO MEDICARE
If you have a Marketplace plan, you can keep it until your Medicare coverage starts. Find out how to end your Marketplace plan without penalty. If you like, you can keep your…
UNDERSTANDING ACA METAL TIERS
Open enrollment for ACA (Affordable Care Act) starts on 11/1. One of the many things to understand is the tier metal level. The higher the tier, the higher the cost.…