Turning 65 comes with an important financial milestone: Medicare eligibility. I’ve seen many people assume Medicare is automatic and fully...
Medicare School
Choosing Medicare coverage is one of the most important financial and healthcare decisions in retirement. I’ve seen people pick a...
One of the biggest surprises I see in retirement planning isn’t about investments or Social Security it’s about Medicare premiums....
If you’re on a Medicare Supplement plan, also known as Medigap, there’s a good chance you’re getting strong coverage. But...
Moving is stressful enough without wondering if your health coverage is about to fall apart. The good news is that...
Veterans have access to some of the most unique healthcare options in America but that doesn’t mean the choices are...
Medicare covers a lot, but it doesn’t cover everything. And for many retirees, the biggest surprises aren’t hospital bills or...
Turning 65 doesn’t automatically mean Medicare is the best move, but it does mean the decision has real financial consequences....
A new tax bill signed into law reshapes several parts of the U.S. tax code heading into 2025 and 2026....
Medicare Advantage plans are often marketed as a low-cost alternative to traditional Medicare. With $0 premiums and added benefits, it’s...
The 10-year marriage rule is one of Social Security’s most important and most misunderstood requirements. For individuals over age 62...
When Medicare costs rise, most people assume premiums went up for everyone. But IRMAA is different. IRMAA Income Related Monthly...
When I walk people through Medicare enrollment, the biggest source of anxiety usually isn’t Medicare itself it’s the paperwork. And...
Most people are told they “must” enroll in Medicare at age 65 or face penalties, but that isn’t true for...
Your Social Security Strategy Matters More Than You Think Many people think Social Security is simple: you work, you retire,...