How Do I Lower My Medicare Premiums?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20WSA%20-%20Should%20I%20Take%20Pension%20Payments%20or%20a%20Lump%20Sum%20-%20MoneyJoy%20%28Orange%29%20-%207-6-23.png)
How Do I Lower My Medicare Premiums?
January 2024
4
min read
Financial Planning: 11 Tips For a Successful New Year
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Financial%20Planning-%2011%20Tips%20For%20a%20Successful%20New%20Year%20-%20Notebook%20%28Orange%29%20-%201-4-2024.png)
Financial Planning: 11 Tips For a Successful New Year
January 2024
6
min read
Where Should I Invest My 401(k)?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Matt%20-%20Where%20Should%20I%20Invest%20My%20401%28k%29%20-%20Menu%20%28Orange%29%20-%20PNG%20-%2002-01-2022.png)
Where Should I Invest My 401(k)?
January 2024
4
min read
Will I Be Taxed When Gifting Money?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Will%20I%20Be%20Taxed%20When%20Gifting%20Money%20-%20Handoff%20%28Orange%29%20-%2012-14-2023.png)
Will I Be Taxed When Gifting Money?
December 2023
3
min read
Can I Stop My Social Security Payments?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Can%20I%20Stop%20My%20Social%20Security%20Payments%20%20-%20Stop%20%28Orange%29%20-%2012-14-2023.png)
Can I Stop My Social Security Payments?
December 2023
3
min read
How Will The SECURE 2.0 Act Affect My Retirement Savings in 2024?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20How%20will%20the%20SECURE%202.0%20Act%20affect%20my%20retirement%20savings%20-%20ScriptReading%20%28Orange%29%20-%2011-30-2023.png)
How Will The SECURE 2.0 Act Affect My Retirement Savings in 2024?
November 2023
3
min read
Seven Tips for a Successful Estate Plan
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Imag%20-%20Seven%20Tips%20for%20a%20Successful%20Estate%20Plan%20-%20Documents%20%28Orange%29%20-%2011-17-2023.png)
Seven Tips for a Successful Estate Plan
November 2023
3
min read
Year-end Financial Planning: 10 Essentials To Check Off Your List
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Danny%20-%20Your%20Year%20End%20Financial%20Planning%20-%2010%20Essentials%20to%20Check%20Off%20-%20List%20%28Orange%29%20-%20Png%20-%203-3-2022.png)
Year-end Financial Planning: 10 Essentials To Check Off Your List
November 2023
7
min read
How Will My Social Security Change In 2024?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Imag%20-%20How%20Will%20My%20Social%20Security%20Change%20In%202024%20-%20New%20Year%20%28Orange%29%20-%2010-31-2023.png)
How Will My Social Security Change In 2024?
November 2023
3
min read
Should I Change My Medicare Coverage During Open Enrollment?
![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Imag%20-%20Should%20I%20Change%20My%20Medicare%20Coverage%20During%20Open%20Enrollment-%20Doctor%20%28Orange%29%20-%2010-31-2023.png)
Should I Change My Medicare Coverage During Open Enrollment?
October 2023
3
min read