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Retirement

New to Medicare? Get the Turning 65 Checklist

If you’re searching for what to do before turning 65 – or, you’re thinking, “I’m 65… now what?” – this Medicare checklist is for you.

What to Expect at a Medicare and Retirement Planning Seminar

The fastest way to make sense of Medicare is to get some education from an expert in the field. If you’ve been considering signing up for an upcoming event, here’s a look at what to expect in a Medicare 101 and retirement planning seminar.

Estimate Your Total Premiums with the Updated Medicare Cost Worksheet

We’ve updated our Medicare Cost Worksheet to help you calculate your total costs for insurance in retirement. Compare costs for Medicare Supplement plans, determine if your income will trigger a premium adjustment, and create a complete Medicare action plan.

3 Best Places to Put Savings in Retirement

Not sure what to do with extra savings you have in the bank (or under the mattress)? Let us help you compare your options to jumpstart your retirement.

Best CD Rates In Decatur, IL – and an Option That Pays 3x the Interest

Local credit unions and banks offer better CD rates than national banks, giving you a great reason to support local businesses.

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D.R. Roberts

D.R. Roberts

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