Coverage Gaps

You’ll find significant gaps in Medicare coverage. Luckily, there are ways to fill those gaps and reduce your financial risk.

Spouses & Social Security

How do your Social Security benefits work together with your spouse’s Social Security benefits? What about spousal and survivor benefits? Work as a team to get the most out of Social Security.

Passing on Property

Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.