COTO Insurance & Financial Services Blog

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4 Questions to Ask Before You Retire
January 21, 2019

Is 2019 your year? Maybe you’ve been counting down the days until retirement, and you think you’re almost there. Before you take the leap, ask yourself these four questions and evaluate your answers. Where do I want to live? No longer bound by proximity to work, school zones, and the…

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Watch Out for Fake Calls from Social Security
January 14, 2019

You answer your phone, and the person on the other end of the line claims to be a representative from Social Security. They inform you of a dire situation pertaining to your benefits, such as an overpayment or a problem with your account, and instruct you to call another number…

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Six Ways to Make the Most of Social Security Benefits
January 6, 2019

After decades of paying Social Security taxes, we all expect our Social Security benefits to be waiting for us when we need them. They will be, but the choices you make now and in upcoming years can affect the final monthly amount of your checks. Since Social Security is likely…

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Don’t Let Your Resolutions Wreck Your Budget
January 2, 2019

At this time of year, many of us are setting resolutions for the New Year. It’s a great time to change your life for the better, get more organized, improve your health, and meet other goals. But sometimes the pursuit of these goals can impact your budget. Take these steps…

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