Medicare Reviews During Open Enrollment

We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not overpay for medical insurance. Continue reading

Ep 98: Interview with Retirement Researcher Dr. Michael Finke – Part 2

Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more.  Continue reading

Ep 97: Interview with Retirement Researcher Dr. Michael Finke – Part 1

Listen to Kevin and Michael chat about a wide range of key retirement issues, the research behind them, as well as current topics: Life expectancy differences for average vs. wealthy people, what makes a retiree happy, why Social Security is such a good deal, how inflation impacts retirees differently than workers, why the current market environment contains much bad news for retirees, and much more.  Continue reading

Ep 96: Rules Gone Awry – Retirement Healthcare Is Exorbitant

In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Find out the truth about what health coverage and long-term care actually might cost and how you can factor them into your overall retirement plan. Continue reading

Medicare Reviews During Open Enrollment

As your Annual Notice of Change arrives in your mailbox, you may have questions about those changes.  Or perhaps you aren’t sure if the Medicare plan that you have is still meeting your needs.  Your prescription drugs may have changed, and your Drug Plan may not be as suitable as it once was. These items and other questions can be addressed during the complimentary review. Continue reading