Resources

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Do you know when you can begin receiving your full retirement benefit from Social Security? If you start receiving benefits too early, you may experience a drastic cut in your monthly income.  Knowing when you can retire and how much you will receive from Social Security is critical to the planning process.

Thinking about making a career change but unsure of where to start? My Next Move is a great tool to help you chart your course of action. Begin by listing your interests, assessing your individual skills and mapping out a plan to transition into your next career move.

SCORE, a nonprofit organization, is the nation’s largest network of volunteer, expert business mentors, is dedicated to helping small businesses get off the ground, grow and achieve their goals. 

When we think of trusts, most of us envision the legal instruments used by the ultra-wealthy. But trusts aren't just for very wealthy people. Trust agreements, wills and the power of attorney directives are important tools for everyone to include in their personal retirement planning toolkit. 

Do you know if your employer will continue providing health insurance to you in retirement?  Healthcare coverage is one of the biggest expenditures in retirement. Understanding the options available to you will help in the decision making process.

Did you know that each year Medicare updates the health insurance coverage provided to its recipients? The Medicare Open Enrollment is just around the corner.  Check out what's new for 2021. 

Sixty-six percent (66%) of Americans will need long term care at some point in their lives. Medicare does not cover custodial care and long term care services. Did you know that in certain circumstances, Medicaid may cover a portion of the charges in connection with extended care?