Lifestyle & Mindset
To Answer or Not? Phone Communication Tips for Important Calls
I generally don't answer my phone anymore unless I know who's calling. But what if you miss that important call from your doctor or Medicare advisor?
Medicare & Healthcare
Making Medicare Guidance and Transition 123Easy at Work
HR professionals routinely face five key Medicare questions from employees. Let our team help with the answers—there's never a charge for the guidance we provide.
Medicare & Healthcare
Moved Out of State? Your Medicare Plan Might Not Follow
Rachel called our office in a panic about losing her Medicare plan after moving states. Here's what we discovered and how we helped.
Success Stories
Three Things Success Story: How One Advisor Simplified Retirement Planning
Alma discovered that Medicare, Social Security, and 401k planning don't require three different advisors when her friend shared her retirement readiness secret.
Medicare & Healthcare
The NEWS Doesn't Always KNOW! Media Medicare Misinformation
Stop panicking about scary news reports! That insurance company contract dispute might not affect your Medicare plan at all.
Medicare & Healthcare
No Surprises! Avoiding Medicare Plan Changes That Catch You Off Guard
When Elaine found her Medicare plan's Annual Notice of Change in the mail, she discovered significant changes to her coverage. Here's how her neighbor June helped her find a solution.