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Retirement

How to Apply for Medicare Part B: What You Need to Know Before You Enroll

If you're approaching age 65 or preparing to retire, understanding Medicare Part B enrollment is an important part of planning your healthcare coverage. This article goes over how and when to apply and what happens if you miss your enrollment window.

Case Study: Regaining Financial Stability in Retirement Through Structured Planning

A case study about the way risk tolerance shifts in retirement and why it matters. Disclaimer: Names and details have been changed to protect client information. This material is for educational purposes only and is not intended as a sales presentation and does constitute an endorsement of any specific advisor. Not affiliated with or endorsed by the U.S. government or the federal Medicare program. Any discussion of financial products, including annuities, is separate from Medicare plan discussions and requires a separate appointment. This is a hypothetical example. Individual results will vary.

Estimate Your Total Premiums with the 2025 Medicare Cost Worksheet

Create a complete Medicare action plan with this easy-to-use worksheet.

Retired Teachers in Illinois: Is TRS Really the Best Option In 2025?

You may find TRAIL is the best coverage for you, but there’s a chance we could offer you significant savings while securing more robust coverage. Here are the details.

What's the Difference Between Hospice and Home Health Care?

While hospice care provides end-of-life comfort and support for patients who have a limited life expectancy, home health care focuses on helping patients recover from a medical condition that prevents them from leaving home. But that's not the only difference.

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Patty Gogerty

Patty Gogerty

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Disclaimer: We do not offer every plan available in your area. Currently we represent 4 organizations which offer 41 products in your area. Please contact Medicare.gov, 1‑800‑MEDICARE, or your local State Health Insurance Program to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.