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Our Story and More

07.14.2025

When Dependents Age Off: Some consistency, some inconsistency

Since the Affordable Care Act (ACA) reforms took effect in 2014, dependents have been allowed to remain…

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Our Story and More

06.05.2025

Small Group Coverage and Medicare – Know What to Do

Once again, we write about small group coverage, defined as through an organization of fewer than twenty employees

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05.01.2025

Delivering Forms to Social Security? Read This!

Because Social Security manages Medicare enrollment, we work with offices on a daily basis.

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Our Story and More

04.03.2025

Advice from a Knowledgeable Source

Today’s video is prompted by my receiving numerous emails from a reputable association of financial advisors to register for a four-day workshop about

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Our Story and More

03.06.2025

The annual Medicare General Enrollment Period Ends March 31st –

The Medicare General Enrollment Period (GEP) is the first quarter of every year. The GEP was designed to be punitive, resulting in a gap in

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02.07.2025

Can I use my HSA to pay for Health Insurance Premiums?

Health Savings Accounts are custodial accounts that insureds and/or their employers can fund with pre-tax dollars.

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01.07.2025

Medicare Breast Ultrasound Policy Change

Today’s video reports on a Medicare reimbursement policy change. Previously, Medicare would pay for a breast ultrasound for a woman with a diagnosis of “dense breasts.”

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12.05.2024

Take a Deep Breath, Please – No One is Gutting Medicare

While we understand that many people are disappointed with the results of the election and President-Elect Trump’s nominations for key health offices,

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11.08.2024

Do I Need a Letter of Creditable Coverage from My Employer Due to Changes in Medicare Part D?

Today’s video addresses the deduction of medical expenses for those who itemize tax returns. What we want people to know is that,,…

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10.03.2024

Major Medicare Changes Ahead for 2025

I am adding this new information to what we thought was a final copy (below) because of an article that appeared in the New York Times on Sunday, September 29th, entitled

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