COTO Insurance & Financial Services Blog

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Comparing Your Estate Planning Options
November 12, 2018

Although you might not think of it this way, estate planning is an important part of retirement planning. Over your lifetime, you have accumulated assets to help you sustain yourself through your retirement years. And, you might be hoping to leave some of those assets to your loved ones someday….

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Learning the Basics of Medicare
November 5, 2018

No matter when you ultimately decide to retire, Medicare eligibility begins at age 65. For most of those planning for retirement, it is assumed that Medicare will provide for all medical needs, and therefore you don’t need to worry about this aspect of your budget. The truth is somewhat less…

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COBRA Can Complicate Medicare Enrollment
October 21, 2018

Even as a retirement planning specialist, I learn new things about topics like Social Security and Medicare all the time! Recently some clients came to me with a dilemma regarding Medicare enrollment, and I did a little sleuthing to help them figure out their situation. Since this appears to be…

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Something Important to Know About Social Security
October 15, 2018

It seems that every few years, a new scam targets retirees or those close to retirement. This population is understandably nervous about recent or looming changes in their lives, and worried about finances. On top of that, many people don’t know a lot about how certain government programs work. Specifically,…

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