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Common Medicare Mistakes to Avoid
By Dena Bunis and Kim Lankford, AARP, June 2025 Here's how to avoid 10 Common Medicare Mistakes as some errors can set enrollees up for...
marycoupland5
Jul 129 min read


New $6000 Tax Deduction for Older Adults
By Rocky Mengle and Andy Markowitz, AARP July 2025 What to know about the new tax deduction for older adults. Who qualifies? How much is...
marycoupland5
Jul 114 min read


No. 1 U.S. State For Women To Retire In
By Dobrina Zhekova, June 2024, T+L It provides women with the most financial security in retirement. The gender pay gap in the U.S. has...
marycoupland5
Jan 242 min read


Biggest Social Security Changes for 2025
By Andy Markowitz, AARP December 2024 Monthly payments are going up, and drop-in service at SSA offices is largely going away. The ...
marycoupland5
Dec 16, 20245 min read


The Stock Market Once Took Over 32 Years to Recover
By Mike Adams, Five years is a very long time. Ten years is an eternity. 18 years is almost unthinkable. But 32 years for a stock market...
marycoupland5
Jul 13, 20243 min read


Join Us For a Seminar & Dinner
Mike Adams, Adams Financial Concepts is your host and speaker for this intimate seminar. Seating is Limited. Call TODAY! Seminar...
marycoupland5
Jun 21, 20241 min read


7 Ways Retirement will be Different in 2024
By Andy Markowitz, Dec 2023, AARP How changes in Social Security, Medicare, taxes and more will affect your finances. For most people,...
marycoupland5
Dec 28, 20235 min read


Social Security Cost-of-Living Adjustments Announced for 2024
By Andy Markowitz, AARP, October 2023 Cooling inflation brings down annual benefit boost from 2023’s 40-year high. Social Security...
marycoupland5
Oct 17, 20234 min read


10 Steps to Take as You Get Ready to Retire
By Donna Fuscaldo, AARP, December 2022 Start planning now for the lifestyle you want and what you’ll need financially to get there. A...
marycoupland5
Dec 26, 20226 min read


Social Security Survivor Benefits: 10 Things Spouses Need to Know
By Andy Markowitz, AARP When you can apply, what you can receive, and more. Social Security was conceived as a guaranteed retirement...
marycoupland5
Aug 30, 20225 min read


When Can You Choose Retirement?
If you’re like most people, your work has been a central part of your life. So, wouldn’t it be nice to have the flexibility to decide...
marycoupland5
Jul 12, 20222 min read


Strengthen your "three-legged stool" for Retirement
For many years, Americans provided for their retirement needs through three sources: employer-sponsored pension plans, Social Security...
marycoupland5
Jun 15, 20223 min read


If My Spouse Dies Can I Collect Their Social Security Benefits?
By AARP When a Social Security beneficiary dies, his or her surviving spouse is eligible for survivor benefits. A surviving spouse can...
marycoupland5
Mar 11, 20223 min read


Will Your Money Last As Long As You Do?
We all hope for long, healthy lives. But there’s a serious “side effect” of longevity – the possibility of outliving our money. How can...
marycoupland5
Mar 11, 20223 min read
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