• 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

  • Fine Print / Legal Disclosures
  • Privacy Notice
  • Form CRS – Client Relationship Summary

copyright © 2023 · Locker Financial Services, LLC