What you need to know about Medicare's Open Enrollment Period (OEP)
During this period, you can make changes to your Medicare Policy. Let's review the changes you can and can't make during this OEP Read more
Understanding Property Tax Relief for Wildfire Survivors in California
Wildfires in California have forced many people to leave their homes, with some losing everything. Starting over can be tough, but California offers a way Read more
Understanding IRMAA: How Income Affects Your Medicare Premiums
Medicare is a healthcare program that provides coverage to millions of Americans aged 65 and older. While most people become eligible for Medicare when they Read more
2025 Medicare Changes: What You Need to Know
On November 8, 2024, the Centers for Medicare & Medicaid Services (CMS) released the 2025 premiums, deductibles, and coinsurance amounts for the Medicare Part A Read more
Are you missing out on a once-in-a-decade opportunity to secure your retirement?
We've all experienced missed opportunities, from small regrets to larger ones that still sting. Today, I'm here to talk about a financial opportunity that could Read more
Our Top 3 Medicare Questions Answered! PPO vs. Medigap, Spouse Enrollment, and Employer Coverage at 65
Navigating Medicare can be overwhelming, especially when making the right decisions for your unique situation. During our Medicare 101 events, we frequently encounter three essential Read more
The Hidden Iceberg of Retirement: Navigating Health Insurance Costs
 As you approach retirement, it's easy to get caught up in the excitement of planning your golden years. But one often overlooked factor that can Read more
Maximizing Retirement Savings: How to Manage Sequence of Returns Risk
Retirement planning is a critical aspect of ensuring a financially secure and comfortable future. One of the lesser-known but significant factors that can impact your Read more
This Is How Annuities, IRA, and Roth IRA May Make Your Retirement Better
Investing is a crucial aspect of retirement planning, and individuals often explore various options to build wealth for the future. Annuities, Individual Retirement Accounts (IRAs), Read more
Retirement Planning Essentials: Understanding Needs, Wants, and Wishes
Inspired by our recent YouTube Live session, we delve deep into the essentials of retirement planning using insights from the Money Guide Pro tool Read more
Make sure to avoid these two Medicare mistakes before enrolling
Choosing a Medicare plan for the first time can be a complex and confusing process. With so many options and variables to consider, making mistakes Read more
Medicare Guide to Parts A, B, C, D, and Medigap Plans
Almost 65 and wondering how Medicare works? In this blog, we will discuss the basics; who is eligible for Medicare, how to sign up for Read more
Can Your Wallet Handle Long-Term Care? Here is How To Plan Ahead
Planning for retirement is crucial, but don't forget about potential long-term care (LTC) needs. As we live longer, the chance of needing help with daily Read more
Discover the Truth Behind 5 Common Annuity Myths
Retirement is a significant milestone! You’ve worked hard, and now it’s time to focus on enjoying this new chapter. However, with so many options available, Read more
Life Insurance for Single Parents: Ensuring Your Child's Financial Future
Being a single parent comes with a unique set of challenges, and financial security for your child is likely a top concern. Life insurance can Read more
Annuities: A Guide to Secure Your Retirement Income
Planning for retirement is a crucial step towards financial security. While Social Security provides a foundation, it might not be enough to cover all your Read more