5 steps to help retirees affected by new Social Security clawbacks
Retirees are bracing for potential cuts to their Social Security benefits as a new overpayment “clawback” policy takes effect […]
Back to Bonds: Why it may be time to make the move
Fixed Income public brochure that illustrates why the bond window of opportunity is now open for long-term investors. Why Back
Timely look at Trump’s Potentially Tariff’s from The Hartford
What You Need to Know The Trump administration’s tariffs-25% on Mexican and Canadian imports, 10% on Canadian oil, and
Triggering Long-Term Care Insurance Policies
The “Functional Model” Today’s policies use a functional model to measure the insured’s ability to function independently in the community.
Calling All Women: Let’s Make a Plan
Long-term care insurance planning is essential for everyone, but it is especially critical for women. Women in Florida can benefit
Medicare AEP (Annual Enrollment Period) and the crisis ahead.
Joe Namath Season and the Medicare Confusion We are about to embark, once again, on Joe Namath season! That is
International Women’s Day
Celebrate International Women’s Day 2026 This year, International Women’s Day falls on March 8, a global occasion to honor the
Economic Predictions: What Lies Ahead?
Economic Predictions 2021: What Lies Ahead It can be easy to overlook the nation’s solid economic fundamentals when the financial
Oil Prices on the Move
At this time last year, it was still unknown that a deadly global pandemic was on the rise, eventually stalling
Changing Jobs, Changing Times
Jeff Bezos’ Corporate Transition Recently, Jeff Bezos, one of the world’s wealthiest individuals, announced that he would take on a
