A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.
[+] Full Article Good Financial Steps to Take When You Get Married - 09/12/17
If you’re going to say “I do,” here are some things you might want to do. Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list.
[+] Full Article
Resources for Smart Financial Planning
GCSB Investment Center provides helpful information and tools to help determine an investment strategy that's right for you and your needs. Feel free to utilize these documents and contact us with any questions.
Let us help you navigate the financial aspects of retirement with our Retirement Explorer process! This specialized software helps individuals in or planning for retirement to review not only the resources you have accumulated for retirement, but to project an estimated withdrawal strategy based on your needs and goals. Take a look at the client starter pack and sample report below. Contact us today for more information!
This planning tool courtesy of Nationwide walks you through the information gathering and planning process to determine how you will approach finances in retirement, including guidance on how to maximize your Social Security benefits.
Do you know where your money goes? Are you prepared for emergencies? Use this personal budget planning tool to find out how you can plan for retirement and other financial goals.
Ever wished that all of the important financial, tax and retirement guidelines were in one handy document? Your wish has come true. Bookmark this link as a handy reference.
College Savings - 529 Plans
- 529 Plans: Major Opportunity for Saving, Minor Financial Aid Impact - This informational brochure, courtesy of Voya, walks you through the options for financing your loved one's college education. It also addresses any impact the 529 savings plan may have to financial aid applications for the student.
- Maximizing the Value of 529 Plans - This information, courtesy of Voya, discusses the ways that gifting to 529 College Savings Plans can aid in reducing the size of your estate and how to maximize the value of the 529 Plans.