COTO Insurance & Financial Services Blog

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Exploring Your Medicare Options
June 18, 2018

As you approach your 65th birthday, it’s time to enroll in Medicare. Once you begin the enrollment process, you might find yourself surprised at how many different insurance options are available to you! These options are also available to you each year thereafter, during Medicare’s annual open enrollment season (also…

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4 Life Insurance Riders to Consider
June 11, 2018

Deciding how to protect your loved ones, in the event that something happens to you, is one of the most important decisions you will make. It can also be one of the most complicated. Since none of us can predict the future, many of your life insurance decisions will be…

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Strategies to Minimize Taxes on Social Security Benefits
June 5, 2018

There’s a lot to look forward to in retirement, such as increased travel opportunities, time for your hobbies, and an escape from the daily grind of work. But most of us won’t completely escape income taxes. Even your Social Security benefits can be taxed, depending upon your income. Luckily there…

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Reducing Income Tax Liability in Retirement
May 28, 2018

Income taxes in retirement can work a bit differently from how they worked throughout your career. You might have established several streams of retirement income for yourself, and they’re not all taxed the same. For example, I recently noticed that a client was pulling money from her IRA but not…

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