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    • Financial Planning Tool
    • Health & Life Insurance
    • Fact Check Tool
Retirement Concierge
  • RSVP 65
  • Financial Planning Tool
  • Health & Life Insurance
  • Fact Check Tool
Retirement Concierge

Financial Fact Check Tool

Our financial fact check tool is a one stop shop to access our federal research about: 1. planning for retirement 2. avoiding fraud 3. protecting your income. As a concierge-based firm, we want you to be able to access government publications and arm yourself with information.

401(k) Hidden Fees

Courtesy the U.S. Department of Labor

Taking the Mystery Out of Retirement Planning

Courtesy the U.S. Department of Labor

The Problem with Gov. Pension Plans

Courtesy the U.S. Department of Labor

Unexpected Life Changes - Your Rights

Courtesy the U.S. Department of Labor

Why women and men should plan differently for retirement.

Courtesy the U.S. Department of Labor

Social Security - Basic Steps to Secure Your Benefits

Courtesy the Social Security Administration

How to Enroll in Medicare & How to avoid fees and scams

Courtesy the Centers for Medicare & Medicaid Services

Online Security Tips

Courtesy the U.S. Department of Labor

Elder Rights and Protection Against Fraud and Abuse

Federal Phone Numbers and Websites

  

National Center on Elder Abuse (NCEA) – Suspect elder abuse or neglect? Find state resources, helplines, and hotlines, or call the Eldercare Locator at 1-800-677-1116 for state-specific information.


National Elder Fraud Hotline – The U.S. Department of Justice provides a free hotline to report fraud against anyone 60 or older. Experts help navigate the process at the local, state and federal levels. Call 833-FRAUD-11 or 833-372-8311.


Centers for Medicare & Medicaid Services
The federal entity that regulates Medicare can be reached at: 1-800-MEDICARE (1-800-633-4227)

Employee Benefits Security Administration
1-866-444-3272

Stop Spam Phone Calls

Stop spam phone calls and text messages by registering your phone number at DoNotCall.gov 

Still have questions?

Schedule a Complimentary Consultation. New Client appointments only available on Tuesday or Thursday

Email our Concierge Team

Open today

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