Articles by Katy:
Strategies for Boosting Retirement Savings in Your 50s and 60s
Retirement is a prominent concern among Americans in their 50s and 60s. According to Bankrate, 56% of...
Check Washing Fraud: How to Protect Yourself
Last year, more than $10 billion was lost to fraud. With rising financial scams in the United States,...
Should Couples Choose the Same Medicare Plan?
Approximately 4.1 million Americans turn 65 this year, representing a large influx of retirees beginning...
How FINRA Helps Investors Avoid Investment Scams
2023 marked a new all-time high in consumer fraud. A reported $10 billion was lost in 2023 due to scams...
Can You Submit a Claim on Behalf of the Insured?
Supplemental health insurance and life insurance can protect you from devastating financial blows, but...
4 Tips for Widows Whose Partners Handled the Finances
When a lifelong partner passes away, you lose a lifeline to love, companionship and support. It becomes...
Moving from Retirement Accumulation Phase to Distribution Phase: 4 Tips to Know
After years of saving, you’ve suddenly realized you’re inching closer and closer to retirement....
4 Ways to Help Your Family Avoid Probate
As you explore estate planning and build out your portfolio, you may have stumbled across the idea of...
Maximizing Social Security Benefits for Middle to Upper-Income Retirees
Navigating Social Security benefits takes some intention, research and planning. From inflation...
Gen X and Retirement: 6 Tips to Halt the Struggle to Save
Generation X faces significant financial challenges in today’s economy. Inflation, high interest rates...
