Retiring This Year? 3 Money Moves To Make Right Now By: Stacey Nickens Congratulations! You have worked hard your entire life, and you are ready to rest and enjoy the fruits of your labor. As a financial advisor, I have loved assisting so many clients in moving into and through retirement. As you get [...]
4 Key Steps to Reviewing Your Company's Insurance Options By: Stacey Nickens How much money can you save in an hour? If you spend an hour cooking instead of going out to eat, you could save $100 or more. Spending an hour on the treadmill could save you on health costs down the line. [...]
With open enrollment season in full swing, many of you may be reviewing different health insurance options. When reviewing their options, some people gloss over health savings accounts (HSAs) because they're unsure of how to use and benefit from an HSA. However, HSAs can be powerful savings and tax-reduction vehicles, and if your employer [...]
Choosing Your Medigap Plan By: Stacey Nickens Many seniors rely on Medicare to cover their health expenses. However, Medicare doesn't cover all healthcare expenses. Part B will provide coverage for up to 80% of your medical expenses. This coverage only kicks in once you hit your deductible, and Part B does not have an [...]
Social Security Benefits Could Increase Significantly in 2022 By: Stacey Nickens News headlines are rarely optimistic, but seniors may be excited by some headlines projecting a large cost-of-living adjustment for Social Security benefits in 2022. Each year, the Social Security administration calculates a cost-of-living adjustment for Social Security benefits. With inflation and prices on [...]
September is the perfect month for pumpkin spice lattes, the return of Target's Halloween section, and marriage. Traditionally, more couples get married in September than in any other month. June and October take second and third place, respectively. If wedding bells are on your horizon, you may be caught up in dress adjustments or [...]
3 Ways to Take Advantage of the Federal Student Loan Pause By: Stacey Nickens At the beginning of August, the Department of Education announced that they will be extending the pause on federal student loan payments. The moratorium was set to end on September 30, 2021, and will now continue through January 31, 2022. [...]
Social Security Revamps Their Statement Design By: Stacey Nickens Have you recently logged into your Social Security account and noticed some changes in your statement format? Certain Social Security account users who have yet to claim their benefits started receiving redesigned Social Security statements in early May. The new statements are only two, rather [...]
Millions of individuals fall victim to identity theft every year. While the reality is scary and troubling, there are steps you can take to protect your personal information and your identity. Keep reading to learn about 10 steps that the Social Security Administration recommends in order to protect yourself from identity theft. Do not [...]
3 Takeaways About the Current State of the Economy By: Stacey Nickens As we finish out August, many of us are packing in pool days and beach vacations while the weather is still nice. You may also be trying to maximize your fun in case the Delta variant continues to spread and forces us [...]
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