saving for retirement


A happy senior couple embraces in the park.
Medicare and Social Security are two foundational federal programs that play a critical role in the financial and healthcare security of older Americans. While they are often discussed together, they serve distinct purposes and operate under different rules. Understanding how these programs interact can help Medicare consumers make more informed […]

Medicare and Social Security



Coin stack with young green sprout growing on top to symbolize financial life stages concept.
Financial Life Stages A person goes through financial stages throughout life: accumulation, building, and retirement years. Each life stage has a set of actions to take based on needs. Those actions may include buying a house, purchasing a car, starting a family, saving for retirement, and dealing with illness or death. Knowing the […]

Financial Life Stages



Life Insurance Awareness Month
In case you haven’t heard, September is Life Insurance Awareness Month. Life Insurance Awareness Month, otherwise known as LIAM, is a nationwide campaign that was created by Life Happens in 2004. The goal of the campaign is to ensure that everyone understands the importance of having sufficient life insurance coverage. […]

Life Insurance Awareness Month





Below is a long term care insurance FAQ list that may help you understand the benefits and basics of LTC coverage.  
As life expectancy increases, so does the likelihood of needing long-term care (LTC). According to the U.S. Department of Health and Human Services, nearly 70% of adults aged 65 and older will require some form of long-term care in their lifetime. Yet, many people underestimate the financial and emotional toll of extended […]

The Benefits and Basics of LTC Coverage