In the next few weeks a letter from your Medicare plan will land in your mailbox. It is the Annual Notice of Change, and it tells you exactly what is different about your plan on January 1. This month, Easy Eddie shows you the four things to check, in order.
Every fall we sit down with families and walk them through the choice in plain English, at no cost. This October 2 we are doing it live. If you have a friend, a neighbor, or family turning 65 or drowning in the mail, bring them or send them. One hour, real answers, a licensed advisor in the room.
Our Series Library. We took 25 years of real conversations and turned them into short series you can listen to on a drive or read with your coffee. Each episode stands alone. No one asks for your phone number.
Start Listening| The Shelf Needed a Keeper · David P. Schaeffer | Page 1 |
| Fiscal Fridays | Page 2 |
| Life Insurance Started as a Bet. A Court Made It a Promise. · Ian Schaeffer | Page 3 |
| Sugar Smarts: The September Medication Check · Kyle Jacobs | Page 4 |
| Why Am I Me? An Old Friend · David S. Edge | Page 4 |
| Medicare Moment: The Envelope You Don't Want to Toss This Year · Easy Eddie® | Page 5 |
| Financial Tip: Unlocking the Power of RMDs · Marc Frye | Page 6 |
| Important Update · David P. Schaeffer | Page 6 |
| Clients of the Month | Page 7 |
| Meet Our Team | Page 8 |
| Classifieds | Page 9 |
| Quiz & Word Search | Page 10 |
| The Retirement Crossword (New!) | Page 11 |
| Easy Eddie Cartoon | Page 12 |
A real show, a real room, real questions answered. David Schaeffer and the team take your retirement questions in front of a live audience. Pull up a chair.
Watch the ShowWe will mail you the printed newsletter at no cost. Just ask.
Healthcare · Income · Inheritance Planning
Scottsdale, AZ · Las Vegas, NV · (602) 281-3898
Educational content only. Not tax, legal, or accounting advice.











