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Nearing retirement can be both exciting and scary. Haven’t you been waiting for this day since you entered the workforce? It’s a chance to relax, pursue passions, and enjoy the fruits of decades of hard work. But let’s be real. Retirement can also feel daunting, especially when it comes to finances. […]

Steps to Retirement

July 16, 2020 in life tagged Loans / low-income / Retirement / Roth ira / social security by Jenny McCann

If your company offers health benefits, the plan you chose last fall may not be best for you now, in light of all the hardships employers and employees have faced the last few months. Luckily, the IRS announced in May their plan to allow employees to “add, drop or alter […]

New IRS Announcement

June 7, 2020 in life tagged safety / social security / Special needs trust / work life by Jenny McCann

Disability Insurance — May is Disability Insurance Awareness Month, a time when the insurance industry comes together to do something about the enormous gap that exists between Americans’ need for disability insurance and the actual coverage they have. Disability insurance is a form of income protection that pays a percentage of your monthly […]

Private Disability Insurance: Why You Need It

April 28, 2020 in life tagged awareness month / disability insurance / long term care insurance / short term disability / social security by Jenny McCann

ssa_office_closed — As of March 17, Social Security offices are closed for all in-person service due to the COVID-19 pandemic. The decision came in an effort to protect the population the Social Security offices serve. Older Americans and people with underlying medical conditions are especially vulnerable to this virus. Despite the office […]

Social Security Offices Closed

April 20, 2020 in life tagged government / public health / social security by Jenny McCann

permanent life insurance for retirement saving — Problems With Social Security: And Why You Should Not Soley Rely On It For Retirement According to the annual 2019 Social Security and Medicare Board of Trustees Report, social security will be paying out more benefits than it generates revenue in 2020. The government will have to tap into social […]

Social Security: Should You Rely On It For Retirement?

October 25, 2019 in life tagged Financial planning / permanent life insurance / Retirement / retirement planning / social security by Jenny McCann

retirement planning — Retirement Planning Overview Consider retirement planning. First, have you started the early stages of planning your retirement? The first step is identifying what finances will support or fund your retirement. To make this process easy, think of your retirement as a three-legged stool. The first leg is Social Security. The second […]

The Three Biggest Components of Retirement Planning

February 22, 2018 in life tagged life insurance / Personal Finances / Retirement / retirement planning / social security by Jenny McCann