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Medicare Resources

As you approach retirement you likely have questions about your health insurance, including "where do I even start?" 


Medicare & You

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


Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Pro Tip: Apply for Medicare Early

Pro Tip: Apply for Medicare Early

Age matters & Secondary coverage.

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<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.
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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.

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Medicare Basics

Medicare Basics

Get ahead of the game. Start forming an approach to your Medicare plan. Join us for the upcoming webinar on July 14 where Toni Whaley will walk you through the basics of Medicare in under 30 minutes.  

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Factors to Consider&#160;

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. 

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

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

Tips to consider.  

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<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.
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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. 

Contact us today.

Thank you!