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Using an income allocation plan

People planning to retire often state that one of their greatest fears, is running out of money after they stop working. Which is a valid concern, but the risk is not about living too long; instead, the issue is failing…

Would you choose a lump sum payout or lifetime income?

In a recent survey conducted by TIAA, it revealed 62 percent of employees would prefer to receive $2,700 a month for life rather than a $500,000 lump sum at retirement. However, only 12 percent of surveyed employers offered annuities as…

How to boost your Social Security benefits

According to a new study from the University of Pennsylvania’s Wharton School of Business, as pensions disappear and longevity increases, retirees are even more dependent on Social Security today then they were 25 years ago. In Mary Beth Franklin’s column,…

These ten Medicare Advantage health plans exceeded industry standards

Medicare Advantage plans are growing in popularity as seniors seek comprehensive coverage for acute and their chronic care needs. The attached article lists the top ten highest performing Medicare Advantage health plans as rated by CMS. Each of these plans…

Don’t Be Misled by False Medicare or Social Security Ads

Online and otherwise, there’s a lot of information out there, and sometimes it’s difficult to tell what sources are credible. With millions of people relying on Social Security, scammers target audiences who are looking for program and benefit information. Continue…

Do you know when to sign up for Medicare?

Are you nearing Medicare eligibility? If so, you should be aware of the enrollment periods and deadlines and be prepared to sign up for the coverage of your choice. Read attached article for Medicare enrollment periods and deadlines. Read article…

Social Security provides the vast majority of income for most Americans

Social Security benefits are roughly 90 percent of income for one in four of those 65 or older. In a recent research study, it found women, people of color and those with the lowest income particularly rely on Social Security.…

Seven financial strategies for financial independence

We all have read those stories about people who were able to amass enough wealth to retire in their 30s or 40s and think “if they can do it, why can’t I?” Everyone’s life is different, but it is still…

Would you consider buying a tiny home when you retire?

Are you planning on downsizing when you retire? Have you considered buying a tiny home? Do you know what a tiny home looks like? According to the National Association of Home Builders, 45 percent of baby boomers would consider buying…

Could seniors be looking at their biggest Social Security raise in seven years?

The first of three Social Security inflation data points used to calculate COLA (cost-of-living-adjustment) is in; however, the COLA announcement is still two months away. Social Security’s annual COLA is the average reading from the third quarter of the previous…

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