Social Security, Medicare & Money

When to Collect Social Security Benefits

By David Freitag~ The Right Strategy Can Be Complicated fyi50+: Readers often ask why choosing a Social Security filing strategy can be so complicated. David, why is this decision so

Social Security Recommendations for 2021

By David Freitag~ fyi50+: It’s time to watch 2020 disappear into the rear-view mirror of history and start planning for 2021. David, what are some good recommendations for Social Security

Our Senior’s Guide to Navigating Medicare Advantage Open Enrollment

By Anuradha Mundluru, MD ~ It’s that time of year again! Medicare Annual Enrollment is open until December 7. That means it’s time to evaluate the benefits you’ve been receiving

Social Security Card and Stacks of Coins

Social Security Changes for 2021

By David Freitag~ The Social Security Administration recently released its Fact Sheet for 2021, with updates and changes for those receiving Social Security benefits. Positive Changes Social Security Cost-of-Living Increase

New Tools from the Social Security Administration

By David Freitag~ We all know the old saying, “I am from the Government and I am here to help.” Without question, this applies to the Social Security Administration —

Benefits of Taking Social Security Early as a Safety Net

By David Freitag ~ When difficult financial times arrive because of turmoil in the stock market or a serious new health condition, it’s good to know that Social Security can

Social Security Retirement Strategies

By Heidi Frankel ~ How Can You Maximize Your Retirement Income in 2020 via Social Security and Medicare Strategies? We asked David Freitag, a financial planning consultant with MassMutual, and

How Can You Maximize Your Retirement Income in 2020 via Social Security and Medicare Strategies?

By Heidi Frankel ~ We asked David Freitag, a financial planning consultant with MassMutual, and this is what he had to say: As the calendar moves into the New Year,

Filing Early for Social Security Retirement Benefits Leads to Some Drawbacks

By Heidi Frankel  ~ This year, 2019, marks the first time more than half of baby boomers in the United States are age 62 or older. More than 38 million

Beware, Thieves are Working the Phones

By David G. Freitag, Financial Planning Consultant with MassMutual ~ Robocalls have always been infuriating. But what should you do if you’re not sure it’s a robocall or the Social

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