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

New Medicare Cards Coming

If you receive Medicare, you will be getting a new Medicare card. Why? Medicare is removing Social Security Numbers from Medicare cards to help mitigate fraud and identity theft. Beginning in April 2018 and continuing for the next twelve months, … Continue reading

Changes to Medicare from 2018 Budget Deal that Affect You

The Bipartisan Budget Act of 2018 included several changes to how Medicare is administered and paid for. These changes will affect most Medicare beneficiaries and especially high-income beneficiaries. Donut Hole Medicare’s prescription drug plans, called Part D plans, cover 42 … Continue reading