Month: June 2023

A retiree getting medical care
Medigap vs Medicare Advantage Plans

School of Social Security & Medicare

Medigap and Medicare Advantage plans help to cover the healthcare costs that Medicare Part A and Part B do not cover.

A retired couple riding a motorcycle while on vacation in a foreign country.
Medicare Coverage for Overseas Travel

School of Social Security & Medicare

If you don’t understand your Medicare coverage, a health emergency in a foreign country could leave you with a large bill.

Wealth managers are key to your investment strategy.
5 Characteristics of a Quality Wealth Manager

School of Financial Wellness

Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

Banking turmoil depicted by a bank sinking in water.
Banking Turmoil – Is Your Cash Safe?

School of Saving and Investing

Bank failures can be frightening for investors, but there are protections in place to prevent you from losing your funds.

An estate plan being created by a financial advisor and a senior couple.
Estate Planning Checklist

School of Financial Wellness

This checklist can help you craft a comprehensive estate plan that ensures your assets are distributed according to your wishes.