Ep 58: Retiree Health Insurance Part 1: Medicare

Healthcare is a primary concern, especially for retirees. Transitioning from employer-provided coverage you’ve been on for decades is stressful. Good news is Medicare is a good deal, but you need to make smart decisions. Listen to learn about Medicare, it’s costs, pros and cons of supplemental and advantage plans, and much more. 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

Medicare Reviews During Open Enrollment

Appointments will be available again this year to our Medicare-eligible clients. 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 … Continue reading

Your Retirement Income Framework

You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading