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Understanding Social Security and Its Role in Your Retirement

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The Importance of Wills and Trusts in Financial Planning

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Recent Posts

  • Sequence-of-Returns Risk in Retirement: Why Early Market Losses Can Hurt More
  • Medicare Enrollment at 65: A Retirement Checklist for Avoiding Coverage Gaps and Late Penalties
  • Inherited IRA 10-Year Rule: What Beneficiaries Need to Know in 2026
  • Roth Conversions Before RMDs: How to Evaluate the Retirement Tax-Planning Window
  • Required Minimum Distributions (RMDs): What Retirees Need to Know Before the Deadline

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Latest News

  • Retired couple reviewing retirement withdrawal charts and market scenarios with a financial educator
    Sequence-of-Returns Risk in Retirement: Why Early Market Losses Can Hurt More
    October 12, 2026
  • Retiring couple reviewing Medicare enrollment dates, HSA timing, and healthcare paperwork with an educator
    Medicare Enrollment at 65: A Retirement Checklist for Avoiding Coverage Gaps and Late Penalties
    September 21, 2026
  • Beneficiary reviewing inherited IRA distribution rules and retirement account documents with a financial educator
    Inherited IRA 10-Year Rule: What Beneficiaries Need to Know in 2026
    September 7, 2026

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Empowering You to Secure Your Financial Future.

Financial Literacy Advocates is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.

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