Medicare & Healthcare
What Changes Can Be Made During Medicare Open Enrollment?
Missed the Annual Enrollment Period? The Medicare Open Enrollment Period from January 1-March 31 still offers opportunities to adjust your coverage.
Medicare & Healthcare
Surprise Stay with the Grandbaby: A Medicare Success Story
Joe and Mary's month-long grandparent visit turned into eight months of joy—and a Medicare mail forwarding mix-up that almost flagged their plan as out-of-area.
Success Stories
Success Story: Navigating Medicare Medical Equipment Coverage and Travel
Lidia needed help with Medicare medical equipment coverage and travel rules. Here's what we shared to save her time and headaches.
Medicare & Healthcare
Medicare Moment: Moving? You May Need to Do Something
Many clients have moved throughout the year but never notified us, and their Medicare plans were never reviewed and adjusted to reflect their new area.
Success Stories
My Turn! - A Medicare Success Story
Ed had visited us five years ago for Medicare planning, and now it was his wife Cheryl's turn to find the perfect plan for her needs.
Medicare & Healthcare
I'll Have What He's Having: Medicare Planning Made Simple
Choosing a Medicare plan based on what your neighbor has isn't the best approach. Here's how to make confident Medicare decisions instead.