Medicare Matters – Medicare Premiums for 2023

Medicare premiums and deductibles for Part A and Part B will decrease modestly in 2023, according to CMS (Centers for Medicare and Medicaid Services.) Standard monthly premiums for Part B will decrease $5.20, to $164.90 in 2023, down from $170.10 in 2022. Annual Part B deductible will also decrease from $233.00 in 2022 to $226, […]

Medicare Matters – Medicare Advantage Open Enrollment

What Does the Medicare Advantage Open Enrollment mean? Is this a good time to review your Medicare health plan options? From January 1 to March 31 you have the Medicare Advantage Open Enrollment Period. During this time period you may make a onetime change from one Medicare Advantage Plan to another. Or, you may dis-enroll […]

401(k) and IRA? FREE Portfolio Check up!

Do you ever get that feeling that your 401(k), 403(b) or IRA is not well, has a fever and maybe sick? Is your retirement plan performance anemic or even going south? There is currently $28 Trillion in 401(k) funds in the U.S. That’s great news for retirees, but unfortunately, retirement money does not come with […]

Medicare Matters – Pneumonia Vaccine on Medicare

Did you know that about 1 million Americans go to the hospital with pneumonia every year? Pneumonia is a lung infection caused by pneumococcal disease, which can also cause blood infections and meningitis. The bacteria that causes pneumococcal disease spreads by direct person-to-person contact. A pneumonia vaccine can help prevent pneumonia, but only 67% of […]

What Should You Do When You Turn Age 59 ½

If you’re nearing the big 6-0, don’t fret too much about getting old. After all, 60 is the new 40, right? Minor stuff aside, there are also some real financial benefits to reaching age 59½. Here are four things to do when you turn 59½ that will help you explore new opportunities and build a […]

Medicare…So Much Easier Explained That Way

Today I’m at Long Beach Transit’s Health Fair providing Medicare information to their employees. It’s always fun to get out with the public and meet individuals.What I quickly find out is that every individual has a unique situation. Some have health insurance through Long Beach Transit. Some have coverage through their spouse’s employer. Some people […]

The Farmers Market of Medicare

It is a happy Saturday over here as I’ve already had my large mug of coffee. Today, Kaycee and I are planning on going to the Farmers Market that is held at Mariners Church in Irvine every Saturday. Kaycee really loves to walk around to see who has the freshest looking produce for the best […]

Get Back to Living Your Retirement

This morning I met with an existing client of mine whose wife will be turning 65 in October so we set up her Medicare plans today in about 30 minutes. The two of them live on the border of Huntington Beach and Seal Beach and close to the water. From what they’ve described, they are […]

The Early Bird Gets the Medicare Worm

Folks, I have to admit…I’m struggling to get back into the swing of things in the office after being in Hawaii last week. I think I’ve almost got my momentum going again but being on island time for even a week is difficult to get over. I was just reflecting on my trip and thought […]