Why Medicare Should Be Part of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs […]
Prepare for a Recession – Rolling or Otherwise
Are we or aren’t we in a recession? That’s been the topic of many news stories in the past year. But economists have varying opinions on whether we are, based […]
Many People Don’t Plan for the Reality of Retirement
Many of us aren’t addressing the realities of retirement planning. Here are some of the worst mistakes being made today. Underestimating life expectancy Twenty-five years ago, insurance companies estimated life […]
9 Key Takeaways on SECURE Act 2.0
If you turned 72 in 2022, you’ll remain on the prior schedule. If you turn 72 in 2023, you may delay your RMD until 2024, when you turn 73. Or […]
Knowledge is Power, Especially When It Comes to Money
Understanding family attitudes towards money may improve financial decisions and reduce financial stress. People inherit more from their parents and grandparents than big feet, eye color, self-discipline, a passion for […]
Is Your Insurance Santa Proof?
The season isn’t complete until you’ve watched your favorite holiday movie, right? Let’s have a little fun this holiday season and imagine how an insurance company might handle a few […]
Trick or Treat Times for Your Neighborhood 2022 NW Ohio & SE Michigan
Halloween trick-or-treat schedule for your neighborhood There are plenty of opportunities for trick-or-treating around the area. To help you with your planning, here’s a list of Trick-or-Treat dates and times for […]
Top 6 Retirement Planning Tips For Your Mid-60s and Beyond
Are you planning to take up new hobbies, relax at home, watch TV or participate in volunteer activities? Then you ought to have eight times your salary saved by the […]
Why Medicare Should Be Part of Your Retirement Strategy
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs […]
How Will Working Affect Social Security Benefits?
In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security […]