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Your Drug Plan or Medicare Advantage Plan with Drug Coverage is Changing in 2025.

In September, you will receive your Annual Notice of Change (ANOC.) Even if you’re happy with your current plan and usually automatically renew, this is not the year to do that! All standalone Part D...

Why You Need a Cancer Policy with Medicare

A lump-sum cancer policy pays cash benefits to you, the policyholder, if you are diagnosed with cancer. You can choose how you wish to spend the money! For example, one client bought a $10K lumpsum policy for a very affordable premium. Just...

Many people are surprised to learn that Medicare does not pay for anything related to keeping your teeth healthy. It does not cover oral exams, teeth cleanings, extractions, fillings, dentures, root canals, or dental implants. Sometimes people assume root canals or dental implants will be covered since these procedures require...

Demystifying Required Minimum Distributions (RMDs

As individuals plan for retirement, they often focus on saving and investing, aiming to build a nest egg that will sustain them through their later years. However, there comes a point when those savings must be tapped into, and understanding the rules surrounding Required Minimum...

How to Save Money on Prescriptions Part 2

Last month was a review of how the Medicare Drug programs are set up, and who should apply for Extra Help. Even if you don’t qualify for financial assistance, here are some practical strategies to help you save money on prescription medications.

Most Medicare drug plans (Medicare drug plans and Medicare Advantage Plans with prescription drug coverage) have their own list of what drugs are covered, called a formulary. Plans include both brand-name prescription drugs and generic drug coverage. The formulary includes at least 2 drugs in the most prescribed categories and classes. This helps make sure that people...

Here is the original article I submitted to ENOA's New Horizons for March 2024.  Some changes were made to the article; please disregard that article and use this information instead.

I noticed that Social Security is moving significantly slower than usual for my clients that are enrolling in Medicare. Don’t wait...

The article I wrote for New Horizons, a paper produced by ENOA, is also in Strictly Business and Country Lanes magazines:

Have you seen those commercials from actors (or an ex-football player that used to pose in pantyhose) telling you to call right now to make sure you’re not missing...

Mary Hiatt, President of Mary the Medicare Lady, was recently laughing over lunch with a colleague about how women used to have to wear dresses, pantyhose and high heels to work or risk getting sent home. On her first phone call in her first outside sales job, the prospect said...

Medicare Advantage plans typically have a transportion benefit, so please feel free to reach out to me if you're not sure how to find what benefits your plan offers. I'm happy to help even if you're not a client of mine!

This list of resources was compiled by the...