Broker Check

Medicare Resources

As you approach 65 you likely have questions about your health insurance, including "where do I even start?" Whether you are enrolling in Medicare for the first time or considering a change in coverage, now is the time to educate yourself about your options. Start here.

Medicare & You

Medicare & You is the Official U.S. Government Medicare Handbook. View the complete guide and download your copy here. 

Handbook

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
Learn More
Factors to Consider 

Factors to Consider 

• Can you see the doctor you want? Are the right specialists available if you need them?
• How much will you have to pay for your medications?
• What are the monthly premiums?
• What other out-of-pocket costs might you incur based on your expected health care usage?
• Are family benefits important? If the decision to go off the employer plan would affect your spouse’s insurance, add the cost of spouse’s coverage to your analysis?

Our advisors can help you navigate the Medicare application process.  

Request a Meeting
<p>What to Look for in a Long-Term Care Policy</p>

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn More
Have you enrolled in Medicare, or are you considering it?

Have you enrolled in Medicare, or are you considering it?

Tips to consider.  

Blog Post
<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
Steps to take when comparing Medicare to 20+ employer insurance:

Steps to take when comparing Medicare to 20+ employer insurance:

STEP 1: Talk to your employer to see if your current insurance will change at age 65.
STEP 2: Gather all documents pertaining to your employer-sponsored insurance.
STEP 3: Find a comparable Medicare plan—either traditional Medicare A, B, D plus Medigap, or a Medicare Advantage plan.
STEP 4: Figure out which plan is a better value by comparing prices and benefits.
STEP 5: Consider other factors, such as spousal insurance, whether you’d have to change your doctors, etc.
STEP 6: Get a second opinion from a trusted insurance agent or consultant.

When should you apply for Medicare? This flow chart may help. 

Learn more
Pro Tip: Apply for Medicare Early

Pro Tip: Apply for Medicare Early

Age matters & Secondary coverage.

Blog Post
<p>Caring for Aging Parents</p>

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More
Let's Talk About Extended Care

Let's Talk About Extended Care

As you are strategizing for the good life, you also have choices when it comes to thinking about extended care.

Blog Post
Medicare Basics Webinar

Medicare Basics Webinar

Applying for Medicare can get confusing. Let's get back to the basics: When, How & What to apply for.

Webinar Recording

How can we help you?

Thank you!
Oops!

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!