“Social Security is always a hot topic.” Says America United Wealth planner John T. Davis, “and we always want to make the most of out it to provide the best future for our loved ones. It’s important to know that Baby boomers turning full retirement age in 2019 are the last class that can take …
Why Some Seniors May Soon Miss out on $704 a month in Social Security Read More »
“If you get a letter about overdue Medicare premiums, don’t assume it’s a mistake or a scam — you may indeed owe money.” Explains America United Planner John T. Davis. “At least 250,000 seniors may soon receive a bill for up to five months of premiums that they thought had been paid.” “This isn’t because …
Why Some Seniors Will Get a Surprise Medicare Bill Soon Read More »
Don’t let these 3 common myths create unwanted anxiety in your Retirement!
Is Social Security going bankrupt? This is a common thought that many American have been wondering. As the number of retirees continues to grow, the importance of Social Security as a source of reliable, consistent income, will only increase. Social Security benefits can be tricky and should receive careful planning. This is because most people …
It’s summer. The sun is shining, there’s a beautiful breeze. This time of year in Chicago can be pretty great. But sadly, we’ve all been hearing negative things in the news about Social Security. Hopefully, this will be addressed, but if you’re unsure, maybe there are some things you can do that won’t be …
Some Things to Think about Regarding Social Security in 2020 Read More »
You either have a loved one facing a long-term care situation or want to preserve your legacy and have it go to your family rather than a nursing home. There is a lot to figure out. How likely are you to actually need Long-Term Care? How much does Long-Term Care normally cost? What is the …
We’re not going to sugar coat it… setting aside time, gathering documents, and thinking about how to plan for the next 30 years of your life can feel messy and disruptive. But, knowing that you’ll have created a better future for your family makes the process well worth it. Stepping into, and feeling comfortable in …
Retirement Planning Tips for the Type A Personality Read More »
It can be difficult to make Medicare decisions with the constant changes to the law. But add variables like whether or not you’re still taking work based insurance, and it gets even more complicated. This was the case for a working family in Schaumburg. With retirement approaching, they were in desperate need of understanding how …
Good News! All of those years of working hard to care for your kids and family are about to get a little bump from the government! But how large of an increase can you expect, and how does that impact your broader retirement? You should know… The U.S. Social Security Administration announced Thursday that beneficiaries will receive …
Biggest Social Security Increase in Seven Years! Read More »
There are so many ways to research your retirement plan. Between magazines, the internet, and seminars, there’s no shortage of information and inspiration. You have the latest trends, market recommendations and tips from planners all at your fingertips. It’s normal to do some research, but too much can hurt you, as things become confusing, and …
Retirement Research: How to Know When you Know Enough Read More »
