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Seeking an alternative to Original Medicare? Medicare Advantage Plans provide the same coverage as Original Medicare, along with extra benefits.

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Most people don’t realize they’re eligible for low-cost or even $0/month health coverage. We’re here to help you discover the programs that fit your unique medical and financial needs.

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Working more doesn’t always mean higher Social Security benefits. Learn how to optimize your earnings.

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Social Security Awareness

There’s an ideal income threshold for maximizing your Social Security benefits. Are you hitting it?

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"Magic Income" Concept

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Your life expectancy, marital status, and self-employment history all affect your Social Security income. Let’s plan ahead.

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News

Featured
How a Guaranteed Annuity Impacts Social Security Taxation for Retirees
How a Guaranteed Annuity Impacts Social Security Taxation for Retirees

Many retirees are surprised to learn that even a modest income from annuities can make their Social Security benefits taxable. Let’s explore how one retired couple’s situation highlights the importance of understanding provisional income rules.

What Self-Employed Individuals Need to Know About Medicare Enrollment
What Self-Employed Individuals Need to Know About Medicare Enrollment

If you're self-employed and turning 65, enrolling in Medicare might not be as straightforward as you think. Here’s what every business owner should know to avoid penalties and coverage gaps.

The Average Social Security Claiming Age is Trending Higher—Here’s Why It Matters for Medicare Planning
The Average Social Security Claiming Age is Trending Higher—Here’s Why It Matters for Medicare Planning

Americans are waiting longer to claim Social Security benefits, and this shift is reshaping how individuals approach retirement and Medicare. Here’s what you need to know.