Managing Healthcare Costs surgeon in operating room.

August 1, 2023

As one of the largest expenses in retirement, most people nearing retirement worry about how they will pay for the cost of healthcare in retirement. Our guide explains the various ways you can offset costs. By Kris Maksimovich, AIF®, Read More...
Medicare Advantage Do-Over

September 12, 2022

Here's what you need to know about open enrollment and the Medicare Advantage do-over. Presented by Ben Murphy, CPA, PFS™, CPFA® : We’ve all Read More...
Preparing for Medicare enrollment image shows elderly man smiling at camera.

March 29, 2021

Presented By Tom Kennedy, CFP®: It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from Read More...
Guide to Medicare Planning with younger woman hugging her elderly mother.

March 15, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Did you know that the total projected lifetime health care costs (excluding long-term Read More...
Enrolling in Medicare shows female doctor in a hospital.

December 1, 2019

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The process for enrolling in Medicare is surprisingly easy. But before enrolling, you Read More...