Warning Retirees: 5 (or 6) Annual Enrollment Dates You Don’t Want to Miss Clip these dates up on your fridge. Write them on your calendar. Sticky note them to your bathroom mirror or your spouse’s forehead (or maybe not). Annual enrollment is approaching!   But before we get into the dates, you’ll first want to… Read more »

6 Things Everyone Needs to Know About Their 2 Medicare Choices Medicare Advantage and Medicare Supplements. Two feasible choices. Two Medicare buzzwords. One startling misconception. And here it is: Medicare Advantage plans and Medicare Supplements are the same.   But this is just not true…not even a little. In fact, Medicare Advantage plans and Medicare… Read more »

Medicare Answers at a Glance: Should I Delay Part B?

Medicare Answers at a Glance: Should I Delay Part B?   Medicare Part A is free, so there isn’t much hesitation to enroll outside of HSA contribution issues. But with Part B, there is a $121.80 associated premium, so those approaching 65 are a little bit leery. Do I really need it?   Let’s make… Read more »

Medicare: It’s as easy as A B C…and D

The Jackson Five’s number one hit single in 1970 takes the convoluted topic of love and boils it down to a few letters. Sweet simplicity. “All you gotta do is repeat after me,” Michael sings, “It’s as easy as A B C.”   Well, I figured if the Jackson Five can make love easy to… Read more »

Three Reasons to Start Medicare Planning NOW!

Every last one of us is pretty much the same in this respect: we don’t take now for an answer. When the task is daunting, overwhelming, or complex, we always manage to escape doing it now by putting it off for tomorrow. We’re like a gaggle of Houdinis. Just when you think time constraints have… Read more »

“Many people think that when they turn 65, they’ll be eligible to skate down Medicare Boulevard, relying on the federal system to take care of their every medical need forevermore. They’d be wrong, wrong, wrong.” -An Brenoof, Senior Writer at Huffington Post There it is. I quoted Brenoff because I liked her sense of urgency.… Read more »

Swamped With Medicare Mail? Here’s What It All Means

It happens to everyone as they approach 65. You’ve made the decision that it’s time to enroll in Medicare, and the mail starts swarming in. And as the piles of postcards and pamphlets rise, so does your anxiety. But what if I told you that all of that clutter—on your counter and in your mind—could… Read more »


July 12—Cheryl Ladd The actress, singer and author is best known for her role as Kris Munroe in the ABC television series Charlie’s Angels, replacing Farrah-Fawcett Majors. The popular 1976 to 1981 series followed the adventures of three women working in a private detective agency in Los Angeles. Born in South Dakota, Ladd initially came… Read more »

Look Who’s Turning 65 April 6—Bert Blyleven Born in the Netherlands, Blyleven is a former Major League Baseball pitcher who played from 1970 to 1992 and was best known for his curveball. In 2011, he was inducted into the Baseball Hall of Fame. Blyleven was drafted straight out of high school by the Minnesota Twins… Read more »

workshop solving the medicare puzzle

Announcing our next Solving the Medicare Puzzle Workshop, Tuesday, March 15, at 5:30 pm at our Troy office. Please call our office at 937-492-8800 to reserve one or more seats for yourself or a friend!