We closed out our 2025 Wisdom & Wealth series with an engaging discussion on Medicare and Social Security. Watch the replay below and note that, due to Medicare compliance regulations, a portion of the presentation could not be recorded.

The federal government will end paper checks by September 30, 2025, citing rising fraud, inefficiency, and cost. Agencies like the IRS and Social Security will only use secure electronic payments.

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!