Hoerlein and Associates

06/12/2026

The Treasury Department recently announced that they will stop issuing paper checks for Social Security benefits this year. However, they did not provide an exact timeline for the change. The change is being made to improve efficiency, reduce costs, and enhance security.
Anyone still receiving payments via a paper check should contact the Social Security Administration as soon as possible to change their payment information.
The Social Security Administration provides these steps to make the switch:
• Create or sign in to your 'my Social Security account'.
• Enter your bank account information to get your payment as a direct deposit.
• You can request that your financial institution electronically send your direct deposit information to Social Security.
• If you don’t have a bank account, you can receive electronic payments deposited on a prepaid debit card by enrolling in the Direct Express program.
• For additional information please visit godirect.gov or call 1-800-967-6857

06/11/2026

Knowledge is the safest investment you’ll ever make. 📚✨

06/10/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial wellbeing.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

05/15/2026

What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track.

05/12/2026

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

05/10/2026

On Mother’s Day, we celebrate the resilience, compassion, and leadership that mothers bring—both at home and beyond.

Thank you for everything you do, today and always.

04/12/2026

Wrap up your filings and step into the year with clarity and confidence. Tax Day isn’t just a deadline — it’s a chance to take control of your financial picture.

04/10/2026

Cheers to the playful paws, wagging tails, and endless cuddles! Let’s give our pets some extra treats and attention today — they deserve it.

04/09/2026

Life is better with siblings by your side — sharing laughter, secrets, and countless memories. Cheers to the special bond we call family. Happy National Siblings Day!

04/07/2026

Good health isn’t a goal, it’s a lifestyle. On World Health Day, let’s commit to better choices, better habits, and a better future.