Posts by Jamie Brown
Social Security Timing, Spousal Rules, and Myths: What to know before you decide
For many people, Social Security is one of the most important pieces of their retirement income. It’s also one of the most confusing. Questions about when to claim, how spousal and divorce rules work, and whether Social Security will even be there in the future come up in nearly every planning conversation we have at…
Read MoreMedicare Dates and Deadlines in Retirement: What to Know Before You Turn 65
Healthcare is one of the biggest moving pieces in retirement, and Medicare is often where people feel the most unsure. If you are approaching age 65, retiring before Medicare begins, or helping a parent through the process, a few key dates and choices can make things much easier to manage. Many adult children also find…
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