This Week @ Dort Financial Credit Union

Short, timely articles based on a real-world weekly theme.

Maximizing Social Security Benefits

This week, we explore strategies for making the most of Social Security benefits. From choices about when to claim to options for minimizing taxes, let's learn the key concepts.

Social Security Basics

A brief history of Social Security, its challenges, and a preview of our theme's focus.

Understanding Your Benefits and Eligibility

Social Security benefits vary based on your work history, when you choose to start receiving payments, plus more.

When to Claim Social Security

You can start receiving benefits anytime between the ages of 62 and 70, but which option makes the most financial sense?

Working While Receiving Social Security

Many retirees continue to work while receiving benefits. Learn how employment income affects your benefits based on your full retirement age.

How to Minimize Taxes on Your Benefits

Social Security benefits can be taxable. Learn when you may owe taxes and strategies for reducing tax liability.

Spousal and Survivor Benefits

Understanding and maximizing benefits designed to support lower-earning spouses or surviving partners.

Avoiding Common Social Security Mistakes

Since many choices about Social Security are up to you, it's possible to make less than optimal decisions.

New themes are posted every Sunday.

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Last Week @ MoneyEdu

Retirement Healthcare Planning

Medical costs can be one of the most significant expenses faced by retirees. From health savings plans to the complexities of Medicaid, we'll explore the essentials this week.

The Challenge of Medical Care

Medicare covers many of your healthcare needs in retirement, but it's far from comprehensive.

Health Savings Accounts for Retirement

The accounts offer unsurpassed tax advantages for long-term savings. Are they right for you?

Health Insurance for Early Retirees

If you retire before the age of 65, you'll need to find heath insurance until you become eligible for Medicare.

Medicare 101

With four parts and supplemental insurance options, making Medicare choices can be confusing. Here are the basics.

Medicare Advantage Versus Medigap

Explore how these supplemental Medicare coverage options work, plus the pros and cons of each.

​​​​​​​Dental, Vision, and Hearing Care

Original Medicare (Parts A and B) does not cover most dental, vision, and hearing care. Here's how to fill the gap.

Paying for Long-Term Care

In-home and residential long-term care is expensive and not covered by Medicaid. What are the options?

About Us

Dort Financial Credit Union is a not-for-profit financial cooperative whose mission is enriching people’s lives… members, employees, community. Unlike other financial institutions, credit union ‘profits’ are returned to the membership in the form of lower loan rates, higher dividend rates, and affordable services.

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