Retirement planning isn’t something you can set and forget—it’s a journey that requires regular adjustments, especially as you hit certain milestone birthdays. These key ages are more than just numbers; they represent opportunities to make decisions that can impact your financial well-being in retirement. Whether you’re just starting to think

When was the last time you reviewed the beneficiaries on your financial accounts? If it’s been a while, you’re not alone. Many people set up beneficiary designations when they first open accounts but rarely revisit them. However, keeping these designations up to date is an essential part of protecting your

As the calendar flips to March, you might hear the term “March Madness” and think of the college basketball tournament. Of course, if this is the month when you’re trying to decipher your Medicare options, March Madness may take on a different meaning! We know that learning all there is

Medicare is a critical component of the American healthcare system, providing essential coverage for millions of seniors and individuals with certain disabilities. Yet, understanding Medicare and all its ins and outs can be a complex task. With its various parts and enrollment periods, navigating this healthcare program requires careful consideration

Are you keeping tabs on your financial health? If not, it might be time for a financial health check-up! Using an annual financial review checklist can help you assess where you stand, set new goals, and create a plan for the year ahead. In this article, we’ll walk you through

When thinking about healthcare planning, it’s important to consider the potential need for long-term care. Long-term care insurance (LTCI) can play a vital role in covering expenses that standard health insurance, Medicare, or Medicaid might not address, such as support with daily activities for