News, Updates, & Resources

If you are on Medicare already but are looking for ways to minimize your costs, the following study might interest you. We have clients, a married couple in their late 70's, named Joe and Terry, who were happy with the plan G they were initially enrolled in. However,...

Recently, our client Frank contacted us with concerns about potential health expenses, particularly regarding the possibility of facing cancer-related costs. Despite being enrolled in a comprehensive Medicare Supplement Plan G and a prescription drug plan, Frank...

Recently, we had the privilege of assisting a client, Patricia, who was facing challenging circumstances. Patricia, a low-income beneficiary, was struggling to navigate the complexities of Medicare and find a solution that would meet her healthcare needs without...

Meet Roger, a teacher with 40 years of service in the NJ School system. As retirement approached, Roger faced the daunting decision of whether he should transition to Medicare or stay on his NJ state-run teacher’s health plan, into retirement. He was uncertain how his...

Three years ago, our client Charlene faced a pivotal moment in her healthcare journey. Initially content with her Medicare Advantage plan, a significant medical event experienced by her sister, Amanda, prompted Charlene to reassess her coverage. Amanda's cancer...

We often encounter clients facing complex situations that demand personalized solutions. One such case involved a husband who, at 65, was ready to embark on his Medicare journey, while his wife was still under 65. The husband wasn't happy with his job's health plan,...