If you missed our most recent Wisdom with Women on October 19th, featuring Dorothy A. Lewis MA, CFP®, Mai-Lee Coddington and Danielle Hayden discussing Social Security and Medicare you can watch the video below. We have attached a link for The Baby Boomer’s Guide to Social Security handout. The Baby Boomer’s Guide to Social Security […]

RETIREMENT & LONGEVITY Learn how to get the most from your hard-earned benefits. There’s no doubt about it. Filing for Social Security can be daunting. There’s a ton of information – and misinformation – to weed through, as well as the need for some calculations based on several variables. Your benefits depend on your age, […]

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Wisdom With Women: Medicare & Social Security 101 If you missed our Wisdom with Women on December 10th featuring Mai-Lee Coddington and Dorothy Lewis MA, CFP®, please check out our recording of the event below: Don’t miss our 2021 events! Take a look at our lineup and RSVP to kate@financialinsights.com!