3 helpful things seniors should buy in 2023
By Matt Richardson See Full Article on CBS.com
The Social Security Decision
When should you take it? This is one of the biggest decisions you will make that affects your retirement. Most Financial Advisors would tell you to wait until age 70 so you maximize the payment. That is just too simple a response to what is a more complex question....
Turning 65 this Year?
Better start thinking about Medicare For years, Medicare and Social Security ran hand in hand. You turned age 65, you collected Social Security, and enrolled in Medicare. Now, however, since the age for full Social Security benefits has been increasing (For example...
Medicare Supplement Insurance – Medigap
Medicare is a powerful resource, and with some education, you can take advantage of the many benefits offered. This program mainly exists to support individuals who traditionally have had a challenging time finding appropriate and affordable health care coverage. That...
Is The Inflation Genie Out of The Bottle?
Article provided by: Asset Mark Key Takeaways • Rising rates and the likely scale of US fiscal stimulus has raised concerns of inflationary pressures. • Rising inflation does not differentiate between temporary and long-term sustainable inflation. This near-term...
HOW DOES MEDICARE WORK? And How to Make it Work for You.
Article provided by: IPA At first glance, Medicare may feel like an overwhelming and confusing subject. But with a little explanation, it can be fairly straightforward to understand how Medicare works and then be able to navigate the Medicare system to make it work...
Everyone Needs Estate Planning – Newsletter Quarter 2
Each state has intestate laws that govern how a person’s property is distributed at death. Most people are surprised to learn who may or may not inherit their property based on these laws. The best way to prepare yourself is with an Estate Plan which could include a...
How To Handle Market Volatility – Newsletter Quarter 1
After a record 2020, many market forecasters are predicting a pull back in 2021. However, there are just as many forecasters predicting the market will continue its historic rise. The truth is no one really knows and the outcome for 2021 will be determine by factors...
The Differences Between Wills, Living Wills and Trusts
Written By: Warner Lewis III, CLDP There is some confusion around the differences between Living Wills, Last Wills, and Living Trusts. A Living Will spells out your wishes regarding your end-of-life care. Do you want life sustaining treatment that would only go to...
How to Handle Market Volatility
After a record 2020, many market forecasters are predicting a pull back in 2021. However, there are just as many predicting the market will continue its historic rise. The truth is no one really knows and the outcome for 2021, will be determine by factors we can’t...