Find the checklist that fits your situation You may have heard me talk about Social Security during a webinar, workshop, or podcast. Or you might be an avid reader of my Social Security articles. I hope you do both! Even if not, those who are 50 or 55 and older are thinking about Social Security. And those in their 60s are feeling like they are ready to claim Social … [Read more...] about Ready to Claim Social Security?
Social Security
Medicare Part D Prescription Drug Costs
Be Prepared for Quicksand and Hidden Traps For several years now I’ve wanted to do a deep dive into Medicare Part D prescription drug costs. I had run various scenarios from time to time to illustrate some examples. But had not carved out time to put on my scuba gear and go for a dive. What are our seniors dealing with when shopping for their prescriptions? And, … [Read more...] about Medicare Part D Prescription Drug Costs
Have You Seen Your Recent Social Security Statement?
Time to take a fresh look April is National Social Security month. An opportune time to take a fresh look at your benefits estimate. Even if retirement is years away. If you haven’t taken a peek lately, you’ll be surprised to see a new version of the Social Security statement. Simply log into your online account or create your own “MySocialSecurity” account on … [Read more...] about Have You Seen Your Recent Social Security Statement?
Time to Re-shop for your Medicare Part D Plan
It’s not quite the most wonderful time of the year. But before the holidays roll around, it is the most critical time for everyone on Medicare. That’s because it’s your only time of the year to re-shop for your Medicare Part D plan. And, it is critical that you do so. Medicare Open Enrollment: It’s a Date! Each year between October 15th and … [Read more...] about Time to Re-shop for your Medicare Part D Plan
The 2021 Fearless Retirement Summit & Social Security Checklists
Welcome to the follow up information from The Fearless Retirement Summit - 2021, hosted by Tom Morris of Northwestern Mutual. I hope you had a an excellent experience and learned why it's so important to retire to something. And, of course, are now more knowledgeable about Social Security. Everyone approaches retirement in unique and special ways. But there are some … [Read more...] about The 2021 Fearless Retirement Summit & Social Security Checklists
