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School of Social Security & Medicare

Post It note with Retire in 5 years (marked out), 6 years (marked out), 10 years

Should You Apply for Social Security Now or Later?

Learn the best time to file for Social Security at our next Educational Workshop. “Savvy Social Security Planning” will be held on January 30, 2018 at the Birmingham Botanical Gardens from 5:45 p.m. to 7:30 p.m. There is no cost…

The A, B, C, & D of Medicare

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from.   Parts A & B: Original Medicare. America’s national health insurance program for…

Medicare Enrollment Options for 2017-18

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.   >> Oct. 15-Dec. 7, 2017: Open enrollment period. This is when you…

How and When to Sign Up for Medicare

Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. Your enrollment is also automatic when you are under 65, disabled, and receiving benefits from…

Can I Keep this Social Security Benefit Payment?

Often I get questions from folks about what month they are eligible to start receiving their Social Security benefits and when their benefits will be paid.  I also help clients, whose spouse or parent has recently deceased, in determining if…

Social Security – One System, Two Funds, Three Insurance Protections

Social Security – One System, Two Funds, Three Insurance Protections Did you know…? Social Security is one system. It consists of two funds that provide three forms of insurance. Its disability, retirement, and survivors protections work together to cover many of the economic risk families face…

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