/ April 24, 2026
How does Social Security work, and will it be enough to support me in retirement? If you’ve asked yourself these questions, you’re not alone. Social Security benefits have been a cornerstone of retirement planning for millions of Americans, but the details can be more complex
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/ July 14, 2025
Understanding insurance can be challenging. Learn why it's okay not to be an expert and discover tips to simplify the process.
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/ May 2, 2025
In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits.
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/ November 18, 2024
Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65, and receiving Social Security Disability Insurance (SSDI) for a certain amount of time, or under 65 and with End-Stage Renal Disease (ESRD). The Centers for Medicare & Medicaid Services (CMS) is the federal agency that runs Medicare. The program is funded in part by Social Security and Medicare taxes you pay on your income, in part through premiums that people with Medicare pay, and in part by the federal budget.
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/ June 25, 2024
Given continued uncertainty, consumers are more interested in taking control of their finances and their future than ever before. Fixed annuities can be a valuable tool in the retirement planning toolbox. Here are seven reasons to consider annuities when preparing for your future.
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/ February 23, 2024
As the whispers of spring turn into a full-blown chorus, excitement builds for the upcoming travel season. But for those approaching retirement, a different, yet equally thrilling journey is about to take off: the journey towards financial freedom. In this pre-departure guide, we'll explore two essential retirement vehicles – Traditional and Roth IRAs – equipped with their latest 2024 upgrades, to help you land a smooth and comfortable financial future.
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/ June 22, 2023
The pandemic sparked some interesting retirement trends. First there was an unexpected decline in the share of workers in the United States who were 55 and older, prompting a study called “The Great Retirement Boom” by economists with the Federal Reserve. By early 2022, the trend was reversing. “Unretirements” were on the rise, with an estimated 1.5 million retirees returning to work in the U.S. labor market by March 2022. A study of Labor Department data by Nick Bunker, an economist with Indeed, revealed that as of March 2022, 3.2% of workers who had retired a year earlier had gone back to work, becoming unretired.
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/ March 17, 2023
Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know?
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/ February 21, 2023
One of the most common questions people ask about Social Security is when they should start taking benefits.
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/ January 25, 2023
Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of crucial steps can help you visualize how far you’ve come.
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