Blog

June is Annuity Awareness Month, making it the perfect time to bring back some of our most unforgettable annuity case studies. Three particular stories stand out to us, because all of these clients ended up moving money from a certificate of deposit (CD) to a fixed annuity.

Here’s what happens – and what to do – if you don’t sign up for Medicare in time.

Whether you’re in need of a screening, therapy, or medication, Medicare is here to support your overall well-being. Here’s what you need to know about Medicare and mental health coverage.

If you don’t find a doctor that accepts Medicare assignment, your costs for medical care could be higher, even with a Medicare Supplement. Here’s what you need to know.

Late enrollment in Medicare Part B can hike your premiums up by 10% or more. Here’s everything you need to know about the Part B late enrollment penalty – plus, how to avoid it.