Resources coming soon! You can contact me with questions.

Medicare planning is something I help people do everyday. This is a free, added benefit of working with me, and my clients find it tremendously helpful!

Why plan?

  • If you are higher income, you need to know about IRMAA possible up to 2 years before you turn 65 or retire.
  • If you are contributing to an HSA – know when to stop without penalty.
  • To delay Part B or not? A cost analysis can reveal if you should move to Medicare or stay with employer coverage.
  • It’s time to effectuate your Part B – know the process and how long it could take.
  • Benefits of getting things in place earlier rather than later.