Healthy, no prescriptions, so why pay for a drug plan? Because the penalty for going without one is permanent, it grows every month you wait, and the window to fix it opens once a year. I am an engineer, not an advisor, so I did the arithmetic with 2026 numbers.
Four things happened in the last ten days that change what your 2027 Medicare decision looks like. All of them are public. None of them were announced to you. Here is what came into our advisors' inboxes this summer, and what it means for your family.
Missed Medicare's December 7th deadline? There's good news: additional opportunities exist depending on your coverage type.
Time to start thinking about the Medicare annual enrollment period and what changes you may need to make between October 15th and December 7th.
Forgot to cancel your Medigap Supplement after switching to Medicare Advantage? Here's how to get your premiums refunded and what those Social Security letters mean.
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.