Medicare Advantage vs Supplement
Your two options for covering most of the gaps that Medicare leaves behind come in the form of Medicare Advantage plans and Medicare Supplement aka Medigap plans.
Medicare and Health Savings Accounts (HSA)
The decision to stay on your employer group plan or switch onto Medicare often comes down to Health Savings Account (HSA) questions.
Medicare Part D
Medicare Part D is a beast.
Medicare Parts (ABCDs)
Medicare is notorious for its alphabet soup. Luckily, we’re here to help clear that up for you. We’ll go over each part to help you understand what it covers and what it costs.
Medicare & Your HSA
The decision of whether or not to go on Medicare often comes down to your HSA. We’ll help you understand how Medicare and your HSA work.
Prescription Drugs
Part D prescription drug plans are complicated and confusing. We take a deep dive into the details – including the notorious Donut Hole.
Fixing a Mistake
Have you already filed and think you may have made a mistake? Can you do anything at this point to fix it? Listen to this podcast episode to learn more.
Changing an Estate Plan
Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.
Advantage vs Supplement
Medicare Advantage and Medicare Supplement cover gaps in Medicare, each in slightly different ways. We’ll compare them to make your decision easier.
Social Security or 401(k)?
Are you better off taking taking Social Security benefits and allowing your 401(k) to grow, or should you delay Social Security and tap into your 401(k) dollars?