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Do You Need Help with Your DROP Social Security and Medicare Choices, Deadlines and Paperwork?

Why Work with a Fiduciary?

You know why you want to workwith a Fiduciary ?     Because it’s YOUR Money at stake,not a Broker’s.   If you get smart about your money …you will likely have more of it.   Please see this article : Broker Suitability vs. Fiduciary Standards :...
It’s time to get ready for Medicare Open Enrollment

It’s time to get ready for Medicare Open Enrollment

Medicare Open Enrollment runs from October 15 to December 7, but did you know you can get an early look at next year’s health plans and prescription drug plans starting on October 1? Premiums for Medicare Advantage Plans are dropping to historic lows for 2021. This...
Do You Need Help with Your DROP Social Security and Medicare Choices, Deadlines and Paperwork?

Underestimating Expenses Could Derail Your Retirement Plans

Half of Retirees say that they wish they’d budgeted more for these expenses   You’re about as likely to guess how much money you’ll need for retirement as you are to predict exactly how long you’ll live. Yet in order to live comfortably in your senior...
What to expect in Your Retirement

What to expect in Your Retirement

What does Retirement look like in Our Lifetime ? • Living Longer According to Stanford University … This generation of Retirees needs to plan for possibly living 30 Years in Retirement. That’s Us. THIRTY Years in Retirement ? ! I am age 61. I guess that makes me...