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

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

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

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

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

Social Security: Sometimes, “You Live and You Learn”

By David G. Freitag, Financial Planning Consultant with MassMutual ~ A recent study of retirees conducted by AgeFriendly.com for MassMutual found interesting

Preparing for a Fail-Safe Retirement

By Sue Mintz ~ My friend, Emily, was in her early 60s. She had worked her way up the corporate ladder and loved her position in the company, knowing she

Keep Informed on Important Changes to Social Security and Medicare

By David G. Freitag, Financial Planning Consultant with MassMutual ~ Each year the Social Security Administration announces small incremental changes

Coping with the Cost of Care: Often-Overlooked Tax Deductions and Tips for Seniors and Their Families

By TaxAct. TaxAct shares these articles with us so our readers are more informed. Yes, this one long but the information is very important for you and

A Retirement Coach is Like a Golf Caddie

Imagine an amateur golfer playing in the Masters Tournament. Or even a professional golfer playing in the tournament without a caddie to talk through

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