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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[...]
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[...]
Bridging the Gap
Resolving Projected Income Shortfalls: Bridging the Gap  1 What is a projected income shortfall?When you determine your retirement income needs,[...]
How Much Cash Should I Keep in the Bank?
​How Much Cash Should I Keep in the Bank?Article from Tim Parker, Financial journalist clearly explains what the majority of Americans[...]
Insurance Carriers We Represent
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Time to Get Focused
Nearing Retirement? Time to Get Focused 1 If you're within 10 years of retirement, you've probably spent some time thinking[...]