Whether you’ve received a life insurance payout, a substantial inheritance, a big raise, or a sizeable return on an investment, […]
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Opening your mailbox to find a medical bill is never fun—and not just because that means you needed medical care […]
Read more "How to Read a Medical Bill: 4 Steps" 
From gifts and decorations to food and travel, the holiday season is fun…but expensive! Investopedia reports that in 2024, the […]
Read more "6 Secrets to a Debt-Free Holiday Season" 
Signing up for Medicare is complex—but even more so if you have dependents to think about. Whether you cover your […]
Read more "What Happens to Your Dependents When You Go On Medicare?" 
Discussions about screen time usually center around kids, but did you know that it’s a concern for older adults, too? […]
Read more "Screen Time for Retirees: How Much is Too Much" 
In a perfect world, all homeowners would enter retirement with a paid-off mortgage. After all, it’s easier to make ends […]
Read more "Retired and Still Paying a Mortgage? What You Need to Know" 
It’s fall, y’all, and for retirees this is an important time to take steps to help ensure your safety and […]
Read more "Fall Checklist for Retirees: From AEP Prep to Seasonal Tasks" 
There are big changes coming to Medicare Part D next year that are part of the Inflation Reduction Act. Keep […]
Read more "3 Changes to Medicare Part D in 2025 Due to the Inflation Reduction Act" 
Medical debt is common in the United States, with approximately 14 million Americans owing over $1,000 in medical debt and […]
Read more "The Downside of Crowdfunding for Medical Bills: 7 Options to Try Instead" 
One of the greatest financial questions you’ll face in your lifetime is: How much money do I need to retire? […]
Read more "Is There a “Magic Number” When it Comes to Retirement?" 
Travel season is in full swing! Are you preparing to visit somewhere fabulous? Planning an itinerary, making reservations and packing […]
Read more "6 Airline Travel Tips for Seniors" 
When you think sun safety, applying sunscreen before heading outside might come to mind. But did you know there are […]
Read more "UV Safety at Home: 5 Indoor Precautions to Take" Pressed for time? We get it! Select your State to see which of our plans fit your needs and are available to you.
