April 2024 Newsletter

April 24, 2024

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Great Info from Our BC/BS Medicare Webinar

October 5, 2023

We were pleased to host Patty McDonald with Blue Cross Blue Shield of Alabama recently as she shared the latest information on Medicare. Please click on the links below for a recording of the very informative webinar as well as ...

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Am I Going to be Okay?

July 12, 2023

I’m fortunate to be one of many in this country who had a child that graduated this year. While my daughter received her master’s degree, other children have graduated from college, high school and even kindergarten. As parents (and grandparents), we ...

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SECURE 2.0 Act of 2022: The New Law Has Something for Everyone for Retirement

April 27, 2023

The SECURE 2.0 Act is now law. Some of the changes made will be effective immediately, while other changes will take effect in 2024 or beyond. SECURE 2.0 included a wide range of changes to retirement provisions designed to increase ...

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My Social Security Account

June 23, 2021

I wonder if anyone is like me – and I’m speaking from a personal experience. In viewing my Social Security account this year, I discovered that my Social Security Number was issued in my nickname rather than my legal name ...

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