Blog

5 Social Security Changes Could Affect Your Retirement
July 31, 2018

Adjustments to Social Security went into effect on January 1, 2018 and they can impact those who have already retired or who are approaching retirement. The key highlight is the shifting age for full retirement.

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Mature Living Readers and We Agree – Rhonda Wise is the Best Insurance Agent in Toledo!
July 17, 2018

Rhonda Wise is the 2018 Toledo Mature Living Best Insurance Agent!        

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Celebrating the 4th of July
July 3, 2018

“I am apt to believe that it will be celebrated by succeeding generations as the great anniversary festival. It ought to be solemnized with pomp and parade, with shows, games, sports, guns, bells, bonfires and illuminations from one end of this continent to the other, from this time forward forever more.” John Adams penned these words in …

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Medicare Coverage and Travel
June 26, 2018

In general, health care services you receive while traveling outside the U.S. aren’t covered by Medicare. Because of this, you should consider buying a travel insurance policy that includes health insurance.

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6 Common Retiree Scams
June 15, 2018

Knowing retirees have been careful financial planners, predators tailor their schemes to lure seniors into their trap. Being aware of the following common schemes can keep you protected.

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We Remember
May 28, 2018

It is with gratitude and humility that we remember those who have fallen while defending our freedoms. As citizens of the United States of America, we are guaranteed life, liberty, and the pursuit of happiness because others have willingly sacrificed their lives.

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Medicare Advantage Expanding Health Related Benefits
May 15, 2018

Recently, the Centers for Medicare & Medicaid Services expanded how it defines “primarily health-related” benefits that insurers are allowed to include in their Medicare Advantage policies. Of the 61 million enrolled in Medicare, currently, 20 million people have opted for Medicare Advantage, a privately run alternative to the traditional government program which limits members to a network …

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Flowers or Financial Talk?
May 1, 2018

So many of us struggle with what to get our older moms for Mother’s Day. Does she need another bouquet of flowers or pair of earrings? Probably not! One of the best gifts you can give this year is time to talk about your aging parent’s financial future. Too often adult children shy away from …

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Don’t Be Scammed!
April 17, 2018

Medicare is in the process of mailing new Medicare cards with a non-Social Security number. The new card is Medicare’s attempt to make seniors less vulnerable to fraud by eliminating the recipient’s Social Security number. Unfortunately, the change has ignited some new scams, specifically targeting seniors.

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The Gift of a 529 Plan
April 3, 2018

You may have heard that a wise investment gift for a young grandchild is to open or contribute to a tax-advantaged 529 college savings plan. But what exactly is a 529 Plan?

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