Pat Burris, CFP®

Health insurance is one common barrier to early retirement. Fortunately, you have options to bridge the gap until Medicare begins.

The proposed 2025 federal budget provides additional funding to the SSA to improve access to benefits and customer service.

We have good news for Medicare recipients! The out-of-pocket costs for Medicare Part D catastrophic coverage have been eliminated. Learn how much you could save in our latest article.

Many people don’t consider taxation of their Social Security benefits, but it is the reality for about half of recipients.

A Power of Attorney handles your affairs if you are incapacitated, but important limitations apply to government benefits.

The Centers for Medicare & Medicaid Services recently announced higher Medicare premiums and coinsurance costs for 2024.

The Social Security Administration recently announced benefit increases from the annual Cost-of-Living Adjustment [COLA].

If a close family member passes away, you could qualify for Social Security survivor benefits based on their past earnings.

If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.