Take it Now or Wait?

Should you file for Social Security now, or wait a few years to get more? Well, there are several factors that contribute to that decision. Listen to this podcast episode to hear more.

Medicare & Your HSA

The decision of whether or not to go on Medicare often comes down to your HSA. We’ll help you understand how Medicare and your HSA work.

Prescription Drugs

Part D prescription drug plans are complicated and confusing. We take a deep dive into the details – including the notorious Donut Hole.

Fixing a Mistake

Have you already filed and think you may have made a mistake? Can you do anything at this point to fix it? Listen to this podcast episode to learn more.

Changing an Estate Plan

Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.

Advantage vs Supplement

Medicare Advantage and Medicare Supplement cover gaps in Medicare, each in slightly different ways. We’ll compare them to make your decision easier.

Social Security or 401(k)?

Are you better off taking taking Social Security benefits and allowing your 401(k) to grow, or should you delay Social Security and tap into your 401(k) dollars?

Preparing to Meet with an Attorney?

Meeting with an attorney around your estate planning is nothing to stress over. Here are some things to bring to make the conversation as simple and effective as possible.

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.