Coming Soon: Changes to Your Social Security Statement

Coming Soon: Changes to Your Social Security Statement

Social Security online users will soon have to create Login.gov accounts if they don’t already have them. The Social Security Administration is transitioning all users who made their accounts before September 18, 2021, to the Login.gov platform. Any beneficiary who already has a Login.gov account doesn’t need to take any action. In a recent statement, […]

Important Birthdays Over 50

Important Birthdays Over 50

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several birthdays and “half-birthdays” are critical to understand because they have implications regarding […]

Insurance Needs Assessment: When You’re Newly Married

Insurance Needs Assessment: When You’re Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are in order, as well as consider new insurance coverage appropriate to their new life stage. Auto The good news is that married drivers may be eligible for lower rates […]

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven’t reviewed recently, it may no […]

Retirement Is a Beginning

Retirement Is a Beginning

How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it gives you a strong sense of purpose and identity, then there may be a voice inside your head telling you not to retire yet. You […]

Seven Mistakes That Can Upend Your Retirement

Seven Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are several big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll get […]