How Medigap Choices Have Changed
What you need to know about Plan F and Plan G. As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020
The Social Security Administration Announces 2021 COLA
What you should know about the most recent cost-of-living adjustment. On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for
Who Is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and
Home Improvements Trending Higher
More time at home, more home improvements Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1 It’s not that big of
Annual Financial To-Do List
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time. Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting
The Cost of Medical Care
The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current
Financial Strategies for Young Families
It’s never too late to start. The hardest part is getting started. Even though more than half of U.S. households have some form of investment in the stock market, many new parents may still find
A Checklist for When a Spouse or Parent Passes
An overview of some of the fundamental steps to take. When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements
Will Political Changes Affect the Economy?
Election years cause some anxiety. With all of the storm and stress of the year 2024, it's impossible to miss the fact that we’re due for another national election in November. Many states will be