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January 27, 2021 | Retirement Plans
Medicare recipients who have enrolled in a Medicare Advantage Plan have the opportunity to make a change to their Advantage Plan if they are not happy with it. The window to modify Medicare coverage opened on January 1, 2021 and closes on March 31, 2021. This window also provides an opportunity …
Audience
IndividualsSeptember 27, 2019 | Financial Planning
Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
Audience
IndividualsFebruary 14, 2019 | Financial Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. 2018 in particular ushered in significant changes under the Tax Cuts and Jobs Act. In many cases, some of this information can be difficult to locate or understand which can make …
Audience
IndividualsMarch 22, 2017 | Planning for Retirement
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …
Audience
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