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Insights
Understanding What Happens to Social Security Checks When One Spouse Dies
Retirement planning should account for both spouses' financial futures. Discover how Social Security survivor benefits work, why claiming decisions matter, and what couples can do to help protect the surviving spouse's retirement income.
Nov 6
Employer Health Insurance and Medicare: What to Know Before You Retire
Planning to retire at 65? Learn how employer health insurance and Medicare work together, including Part B deadlines, HSA rules, COBRA coverage, and potential penalties.
Aug 25
Is It Okay to Collect Taxable Wages While Also Receiving Social Security?
You don’t have to stop working when you start collecting Social Security. But depending on your age and earnings, continuing to work can affect your benefits, taxes, and Medicare costs. Here’s what retirees need to know.
Aug 11
How Medicare and Social Security Work Together
Most people think of Medicare and Social Security as two separate programs that happen to arrive at roughly the same stage of life. In practice, they are quite connected. The decisions you make about one will directly affect how you experience the other. Here is what that relationship actually looks like and why understanding it before you retire is worth your time.
Jun 2
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