MedicareSocial Security

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Social Security benefits will be increasing in 2023 with an 8.7% cost-of-living adjustment due to record-high inflation, which will be the largest in 41 years.

MedicareRetirement Planning

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The Medicare Open Enrollment Period is from October 15 to December 7. Understand how Parts A, B, and D, Part B premiums, Medicare Advantage (Part C), and supplemental plans work for you.
Carlos is a very professional and knowledgeable financial planner. He focused on my financial goals and answered all my questions. He helped me better understand my future retirement plans, as well as how my life insurance policy was set up. Truly thankful for Carlos and his team.

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