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
Tax Season 2025: What You Need to Know Before Filing
Tax season is officially here, and the IRS expects approximately 168 million tax returns to be filed this year. Whether you're an individual filer or Read more
The Essential Guide to Long-Term Care: What You Need to Know Before It’s Too Late
This guide will cover everything you need to know about long-term care, including: What long-term care actually is (hint: it’s not just for the elderly). Read more
Key Man Life Insurance: A Vital Safeguard for Businesses
In today's dynamic business environment, companies often rely heavily on a select group of individuals – their "key men" – to drive success. These individuals, 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