• Email Us Here
  • Call 973-256-2555 in NJ
  • Call 508-663-4878 in MA

Locker Financial Services

We simplify the complicated

  • HOME
  • ABOUT
    • MEET LAUREN LOCKER
    • MEET ANDREW CHAN
    • OUR SERVICE TEAM
  • CLIENT SERVICES
    • FEE-ONLY FINANCIAL PLANNING – FULLY FIDUCIARY
    • ASSET MANAGEMENT AND INVESTMENT ADVISORY SERVICES
    • SPEAKING AVAILABILITY
  • TOOLS
    • LOG INTO SHAREFILE
    • LOG INTO YOUR CLIENT PORTAL
    • CLIENT QUESTIONNAIRE
    • SPENDING PLAN
    • CHECKLIST OF DOCUMENTS
    • Retirement Plan Contribution Limits and Tax Deadlines
  • ELDERLIFE
  • PRESS
  • BLOG
  • CONTACT US

November 9, 2015

Ch-ch-ch-ch-changes

Changes are afoot on the Social Security and Medicare fronts for 2016. Both programs are implementing measures that will have an impact on anyone who is currently retired or those making retirement plans over the next few years. Let’s look at Medicare first. Medicare Part B, which covers services like outpatient doctor visits and preventative […]

Topics: / Blog, ELDERLIFE Blog, Financial Planning, Medicare, Retirement, Social Security / COLA, file and suspend, hold harmless, Medicare Part B, Social Security, spousal benefits

October 9, 2015

Take (care with) Your Medicine

Prepare yourself for the paper deluge! If you are a Medicare enrollee, you will probably notice an uptick in the amount of mail you receive during the next couple of months. That’s because we are about to enter that special time of year designated to be the open enrollment period for Medicare plans. Various Medicare […]

Topics: / Aging Issues, Blog, ELDERLIFE Blog, Medicare, Retirement / Medicare, Medicare.gov, open enrollment, Part D, Prescription Plan Finder, prescription plans

October 30, 2014

Give and Take

Lots of important financial announcements came down from the government this week that should be of interest to retirees and those looking to retire in the near future. As usual with Washington, there’s some good news and some bad news. Here’s a quick look… For those who are still working and can contribute to some […]

Topics: / Aging Issues, Blog, ELDERLIFE Blog, Medicare, Retirement, Social Security / 401(k), 403(b), 50+catch-up, chained CPI, COLAs, CPI-E, CPI-W, donut hole, IRAs, Medicare, Social Security

  • Fine Print / Legal Disclosures
  • Privacy Notice

copyright © 2021 · Locker Financial Services, LLC