Women who retire when their husbands do may be forfeiting more wealth than they realize. Married women overall are still in their peak earning years in their 50s and early 60s. Married men’s earnings often decline as they age, according to economist Nicole Maestas. Maestas is an associate professor of health care policy at Harvard …
What was approved? $69 billion merger between CVS Health & Aetna (the largest health insurance deal ever) Who is Aetna? The nation’s third-largest insurance company. Aetna covers over 22 million people with its health plans. Senior Financial Group has over 500 clients on Aetna health insurance plans. Who is CVS Health? Those red-logo pharmacies …
Introducing Senior Financial Group’s October Agent of the Month, Mr. Josh Humphreys! About Josh Though he is originally from Kingston, TN, Senior Financial Group Insurance Advisor Josh Humphreys has lived in the Knoxville area for the last 20 years. He is the father of Charlotte (2 yrs. old) and Harrison (9 months old) and …
The Two Funds There are two Social Security trust funds or separate accounts where money is collected and deposited. These accounts are the Old-Age and Survivors Insurance Trust (OASI), and the Disability Insurance Trust (DI). Many publications refer to the two accounts together with a joint acronym, OASDI. It’s worth noting that a combination of the …
Meet Senior Financial Group’s Agent of the Month, Leigh Ann Warwick! Known for her charismatic and outgoing personality, this longtime team member is held in high regard among our staff and her clients. About Leigh Ann This Knoxville native is a mother of five wonderful children; Jordan (23), Kendall and Chandler (22), Sarah (20), and …
This Sunday, September 9th is National Grandparents’ Day. At Senior Financial Group, many of our clients and employees alike cherish their roles as grandparents. We enjoy taking a moment to celebrate those who make a profound impact on our community and the lives of others. A little history… Congress named the first Sunday after …
It’s all fun and games to think about never working another day and relaxing on a beach somewhere, but unfortunately, life is not a Jimmy Buffet song. Retirement can be complicated, or at least certainly not as simple as we hope, which is why it is so important to be prepared. When you think about …
What is a podcast? As we mentioned in 3 Reasons to be a Tech Savvy Senior, a podcast is a digital audio file available on the internet, often organized by episodes in a series similar to a television series. It’s like listening to a TV show or radio segment, but episodes are available when …
Who doesn’t love a good discount? Here in Knoxville, Tennessee there are some pretty sweet offers for those 55+. Make sure to check our list of senior discounts for restaurants, grocery stores, fast food chains, and retail locations for place you frequent around Knoxville. If you have a favorite senior discount you don’t see on …
When choosing an insurance agent to work with regarding your Medicare options, it’s important to fully understand the roles and characteristics that come with your options. Beneficiaries have two common options: captive and independent agents. By definition… Captive: having no freedom to choose alternatives or to avoid something. (of a facility or service) controlled by, …