Lifestyle & Mindset
A Healthy Outlook: Taking Control of Your Health After 60
Sometimes a frank conversation with your spouse can spark the changes you need. Here's how getting serious about nutrition transformed my health and energy.
Success Stories
Bye! Bye! Employer - A Medicare Success Story
Ingrid was leaving her employer's health plan and met with us to shop for Medicare alternatives. She was hoping to save some money.
Lifestyle & Mindset
Building a Culture of Service in Retirement Planning
Ever walk into a place and feel instantly welcomed? That feeling of being in the right place is what great service culture creates.
Medicare & Healthcare
One Size Doesn't Fit All: Why Medicare Planning Needs to Be Personal
We've seen a troubling trend: salespeople selling the same Medicare plan to every employee. That's a recipe for disaster!
Lifestyle & Mindset
I Want It Now! How Technology Changed How We Learn About Retirement
From QR codes to on-demand workshops, technology has transformed how we access retirement information—but folks still want to talk to a real person.
Medicare & Healthcare
Rx Blues! How Medicare Plan Shopping Gets Easier
Tracy's neighbor Lynn was drowning in Medicare junk mail until she learned about having Certified Medicare Planners® handle the research for you.