40 Financial Things to Know by Age 40: Part One

Sep 27, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years. InsuranceDo you need life insurance?  Not everyone does. You may…

New Medicare Cards: What You Need to Know

Apr 24, 2018
Beginning in May, the Centers for Medicare & Medicaid Services (CMS) will begin mailing new identification cards to beneficiaries. The Medicare cards have been redesigned to help reduce the potential for…

65 and Still Working

Jun 26, 2018
Although the benefits of working longer usually eclipse the drawbacks, older workers face a number of minefields. For example, if you claim Social Security before full retirement age, you’ll be hit by…

Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Your Social Security Statement: Making sure you receive the correct benefits

Sep 08, 2020
Even if you are decades away from retirement, it’s a good idea to review your Social Security Statement annually to help ensure that you receive the correct benefit amount when you retire. What is a Social…