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Cheat Sheets

Get quick access to the most important information that affects your retirement benefits. If you need specific numbers and advice about your personal situation, schedule an appointment.

Medicare & Social Security Cheat Sheet [2023]

Use this to get the numbers and deadlines you need to know for Medicare and Social Security all on one, easy-to-read sheet.

Guide to Medicare for the Disabled [Coming Soon]

Use this to understand exactly how Medicare works when you get it for disability. There are special rules that apply only to those receiving Medicare under age 65.