Category Archives: Financial Services

What are Some Tips for Reviewing My Medicare Coverage During Medicare Open Enrollment?

Posted on Friday, October 13, 2017 by

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018.

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Is the Social Security Administration Still Mailing Social Security Statements?

Posted on Thursday, October 12, 2017 by

For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, things have changed.

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Managing Debt While Saving for Retirement

Posted on Wednesday, October 11, 2017 by

It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.

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Five Common Financial Aid Myths

Posted on Friday, September 8, 2017 by

With the rising costs of both private and public colleges, financial aid has become essential for many families. So how much do you know about this important piece of the college financing puzzle?

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Does Your Business Need a Buy-Sell Agreement?

Posted on Friday, September 8, 2017 by

When you’re mired deep in the day-to-day challenges of the management of your business, it’s often hard to step out of the trees and take a good hard look at the forest. But at various points in the business cycle, it’s important to do just that.

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Medicare and Your Employer Health Plan

Posted on Thursday, September 7, 2017 by

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When you’re eligible for both types of coverage, you’ll need to consider the benefits and costs before making your decision.

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Social Security and Medicare Trustees Reports: Financial Challenges Continue

Posted on Wednesday, August 9, 2017 by

Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The newest report shows continuing financial challenges for both programs.

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How do the Economic Milestones of Young Adults Today Compare with Prior Generations?

Posted on Tuesday, August 8, 2017 by

Compared to 40 years ago, the timing and accomplishment of milestones on the path to adulthood are much more diverse and complex today.

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Kickstart Your College Fund with a 529 Plan

Posted on Tuesday, August 8, 2017 by

If you’re looking to save money for college, one option to consider is a 529 college savings plan.

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Working in Retirement: What You Need to Know

Posted on Tuesday, August 8, 2017 by

Planning on working during retirement? If so, you’re not alone.

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