Retirement
MAKE SURE YOUR RETIREMENT PLAN COVERS YOUR NEEDS AND PROTECTS YOUR FAMILY AS WELL.
Give Your Retirement Plan an Annual Checkup
Give Your Retirement Plan an Annual Checkup 1 At Coliday Insurance, Health & Financial, we recommend that you review your[...]
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The[...]
The Secure Act of 2020
What Is the SECURE ACT?The Secure Act was signed into law December 20, 2019, and became effective January 1, 2020.[...]
CAN WOMEN BE DIFFERENT THAN MEN?
How women can be different than men, financially speaking 1We all know men and women are different in some fundamental[...]
General Resources
Social SecuritySSA (Social Security Administration office) 800-772-1213Medicare(800) 633-4227 For information on Medicare in English and Spanish(877) 486-2048 People who require TDD or[...]
Focus on Women’s Needs
How different are we?Studies reveal stark differences when making financial decisions.Women have different needs than men when it comes to[...]