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Financial           Videos

Free Personalized GPS Planning Retirement Analysis report.

This report will show you if your retirement plan is on track, find potential shortfalls in your current plan and how much income your retirement savings may provide you for your retirement 

Medicare Video 1

Is Original Medicare or Medicare Advantage the right choice for you? To understand your choices, you need to understand how they differ. learn about both options in this lesson.

        Medicare Video 2
When should I enroll in Medicare? There are three life events that determine when you can enroll in Medicare and avoid lifetime penalties. In this lesson, you’ll learn about all three and which might be the best for you.

Medicare Video 3

A quick overview of Medicare premiums, co-pays, and other health care costs will be provided in this lesson.

Medicare Video 4

When you become eligible for Medicare, you'll enroll in Parts A & B. Medicare covers most of your basic hospital and doctor expenses. Unfortunately, "most" does not mean "all". The expenses which Medicare does not cover are referred to as "gaps" in coverage - Medigap insurance protects you from this. In this lesson, you will explore the six gaps that are in Medicare and how you can fill those gaps.

Medicare Video 5

Medicare Advantage plans are a second option (instead of original Medicare) Medicare Advantage plans (also called Medicare Part C) provide the same coverage as Medicare Part A and Part B, and often a few extras, such as cost help with dental and vision care.   See if they might be a good fit for you.

Medicare Video 6

Part D is an optional Medicare benefit that helps pay for your prescription drug expenses. In this lesson, you will learn about two ways to help pay for your medications.

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We Value the opportunity to discuss methods we can employ (generally, rarely employed by many advisors) with regards to how we can help you strengthen your financial future. Please contact us today to schedule a free - no cost, no-obligation strategy session.

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