Generations Health Wealth Advisors

03/30/2026

https://www.msn.com/en-us/money/retirement/your-2026-social-security-playbook-5-moves-to-make-before-filing/ar-AA1V0mOg?ocid=socialshare

Start with checking your earnings statement and coordinating with your spouse.

03/30/2026

https://www.msn.com/en-us/money/other/10-big-lies-retirees-need-to-stop-telling-themselves/vi-AA1VOYgd?ocid=socialshare

A comfortable retirement takes planning and honesty. Avoid these common myths about money, Social Security, and health care before they cost you.

03/30/2026

https://www.msn.com/en-us/money/news/9-things-almost-every-retiree-gets-wrong-when-claiming-social-security/vi-AA1W3JY7?ocid=socialshare

Many retirees miss out on thousands in lifetime Social Security benefits due to common mistakes. Here’s how to avoid the most costly ones.

03/30/2026

https://www.msn.com/en-us/money/taxes/the-6-000-senior-bonus-how-to-claim-the-new-2026-irs-tax-shield-before-the-april-deadline/vi-AA1XP7bz?ocid=socialshare

The new $6,000 senior bonus deduction could lower federal taxes for eligible retirees in 2026. Here’s how it works and how to claim it.

03/30/2026

https://www.msn.com/en-us/money/retirement/social-security-s-full-retirement-age-is-going-to-be-67-and-here-s-who-it-hurts-most/ar-AA1Zmys8?ocid=socialshare

People will find themselves working longer to avoid a reduction in benefits.

03/30/2026

https://www.msn.com/en-us/money/retirement/the-5-social-security-decisions-that-are-hardest-to-undo-in-retirement/ar-AA1ZIo45?ocid=socialshare

Financial advisors say some claiming choices can lock retirees into lower income, higher taxes or reduced survivor benefits.

03/24/2026

https://www.msn.com/en-us/money/retirement/can-you-lose-social-security-benefits-if-you-sell-your-home-after-retirement/ar-AA1r3vll?ocid=socialshare

The Social Security Administration (SSA) can reduce retirement benefits if you claim early or earn too much income while collecting benefits before your full retirement age. Be Aware: What Is the...

03/13/2026

Article - click link below

What's "perfect" for one person isn't for another. Here's how to figure out the perfect age for you.

03/12/2026

Deciding when to claim Social Security can dramatically affect your retirement income, and while many people hear that waiting is best, there are compelling reasons why claiming at age 62 might actually make sense. This article (click the link below) explores real-life situations where taking benefits early can protect your finances—such as job loss, poor health, or preserving retirement savings during a market downturn—while also explaining the powerful advantages of waiting, including larger monthly checks, avoiding earnings penalties, and maximizing survivor benefits for a spouse. If you're approaching retirement and wondering whether to claim early or delay, understanding these trade-offs could make a significant difference in your long-term financial security.
Please call 602-570-4400 to talk about how to maximize your Medicare and Social Security income benefits.

It's a tough decision, but an important one.

03/12/2026

Rising health care costs are forcing millions of Americans to make difficult financial choices—and even delay major life decisions. New national surveys reveal that nearly 1 in 10 adults have postponed retirement because of medical expenses, while about one-third say they’ve skipped medications, borrowed money, or made other sacrifices just to afford care. With the financial strain affecting households across income levels and becoming a growing political issue, this article (click the link below) explores how health care costs are reshaping retirement plans, personal finances, and the broader debate over America’s health care system.
Please call 602-570-4400 to talk about how to maximize your Medicare and Social Security income benefits.

About 1 in 3 U.S. adults say they’ve made trade-offs to afford health care in the past year, including rationing or skipping medications or borrowing money, according to a poll from West Health-Gallup

03/05/2026

https://www.msn.com/en-us/money/retirement/claim-social-security-at-62-or-wait-here-s-how-to-decide/ar-AA1RfJH8?ocid=socialshare

03/04/2026

https://www.msn.com/en-us/money/retirement/the-only-retirees-who-should-apply-for-social-security-before-age-67-fra/ss-AA1X0hK8?ocid=socialshare