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Total: 10 results found.

Looking on the Brighter Side

Created on Monday, 13 February 2012. Posted in main/blog

...  That could change if we do not manage our overspending and our financial condition continues to deteriorate. Our principal problem lies in the area of entitlements where Social Security and Medicare ...

Home for the Holidays

Created on Tuesday, 15 November 2011. Posted in main/blog

... glasses? When was the last time they had their eyes checked? Medicare does not cover hearing tests or regular eye exams – many seniors will go without rather than asking their adult children ...

No Medigap Supply Coverage - Penny Wise Dollar Foolish?

Created on Friday, 21 October 2011. Posted in main/blog

We've written about it before. Adult children find out their parents do not have a Medigap (Medicare Supplement) plan until it is too late. A recent client situation shows how a bad situation can be made ...

Medicare Part D Enrollment for 2012 Comes Early this Year

Created on Monday, 12 September 2011. Posted in main/blog

Health care reform made significant changes to the Medicare Part D prescription drug program. The annual coordinated election period will be October 15 through December 7 in 2011 and future years; in prior ...

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... prevented him from telling Jean the true story – he was skimping on his food to make ends meet. He had also dropped his Medicare Supplement coverage to save another $155 per month. The truth of Ray's ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... Social Security and a $1,700 withdrawal from their $500,000 retirement nest egg. Fred is 85; Lois is 78. Each owned a Plan F standard Medicare supplement (Medigap) policy issued by the Blue Cross Blue ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... for incremental care costs not otherwise covered by Medicare or his Medicare supplement policy. We knew the lifestyle portfolio would be drawn on regularly in predictable amounts. The timing and amount ...

Retirement Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially ...

Financing Health Care

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...

Medicare Analysis

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

Part A, Part B, Part C, Part D, Medicare Advantage, Medigap (or is it a Medicare Supplement policy?), guarantee issue, formularies, co-payments, annual election periods, the (disappearing) doughnut hole, ...