Planning for the Future Articles | Retirement Resource Guide

Insulin Savings with Medicare

Insulin Savings with Medicare

In January, The Centers for Medicare & Medicaid Services (CMS) implemented its Part D Senior Savings Model (Model) to make insulin more affordable. Medicare eligible individuals have access to many types of insulin and should pay no more than a $35 copay for a 30-day supply! [...]

Mary Ann2021-01-20T17:10:40-05:00January 20th, 2021|Insurance|

Got Diabetes?

Got Diabetes?

If you or someone you know has diabetes and/or congestive heart failure - and reside in Guilford County - there is a newly available $0 dollar premium Medicare Advantage Chronic Special Needs Plan that will substantially lower prescription drug and health care copays! There are over 32 thousand Medicare eligible residents [...]

Mary Ann2020-12-17T18:17:43-05:00December 17th, 2020|Insurance|

Peace of Mind In a Season of Change

Peace of Mind In a Season of Change

When you think about it, what’s on your list of “tolerations?” I was asked that not too long ago with a business coaching group and found it helpful. So, I’m asking you! Tolerations are those things (big or small) that are not quite right in our own life, [...]

Mary Ann2020-11-09T16:20:33-05:00November 9th, 2020|Elder Law, Estate Planning|

Charities Are Hurting – This May Be The Year To Help

Charities Are Hurting – This May Be The Year To Help

In these challenging economic times, many worthwhile charitable organizations find themselves in a precarious financial position. Meanwhile, they are experiencing unprecedented demand, especially those charities who provide basic needs like food and shelter. Thankfully, new, unique provisions in the tax code have been implemented in response to the COVID-19 [...]

Mary Ann2021-06-18T15:35:10-04:00November 9th, 2020|Financial Planning & Money Management|

“She sells sea shells by the sea shore”

“She sells sea shells by the sea shore”

I recently saw this phrase, “She sells sea shells by the sea shore” during a recent beach trip. Saying it fast many times can become a little humorous. I have an elderly male client diagnosed with Alzheimer’s and Dementia who can say it five to six times rapidly not missing a word, [...]

Mary Ann2022-08-17T15:55:51-04:00November 9th, 2020|David Haynes, Insurance|

Pumpkins, Falling Leaves and Medicare Mail – Time to Review Your Medicare Plan

Pumpkins, Falling Leaves and Medicare Mail – Time to Review Your Medicare Plan

Fall means cooler weather, colorful leaves, migrating geese and Medicare Mail. If you are over 65 you know what I am talking about. Medicare is confusing and the barrage of information you receive is of little help. Today I am going to explain what you need to know about Medicare planning. [...]

Mary Ann2020-11-09T15:52:17-05:00November 9th, 2020|Insurance|

How To Approach Market Volatility In Retirement

How To Approach Market Volatility In Retirement

Retirement is an important milestone that often comes after years (or decades) of careful planning. But even the most seasoned planners couldn’t have foreseen the severe market selloff that happened in March in reaction to the COVID-19 pandemic. The abrupt end to the 10-year bull market surprised investors [...]

Mary Ann2021-06-18T15:39:40-04:00July 30th, 2020|Financial Planning & Money Management|

COVID-19 – Protecting Your Assets

COVID-19 – Protecting Your Assets

Truly, we’re living in historic times. History long will remember when the businesses closed, the roads cleared, health care workers became heroes and parents gained new appreciation for teachers. We will all remember this time when grandparents could not hug their grandchildren, and the rising toll of COVID-19. [...]

Mary Ann2020-07-30T15:34:06-04:00July 30th, 2020|Elder Law, Estate Planning|

He’s Got The Whole World In His Hands!

He’s Got The Whole World In His Hands!

Written in 1927, this American spiritual many have come to love over the years offers repetitive lines that seek to remind the listener that God is in control of all aspects of our life. We realize how short, fragile and unpredictable life can be in these uncertain times. [...]

Mary Ann2022-08-17T15:55:59-04:00July 29th, 2020|David Haynes, Insurance|

Getting The Most From Medicare Advantage

Getting The Most From Medicare Advantage

Why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras could cost an MA [...]

Mary Ann2020-07-29T15:09:40-04:00July 29th, 2020|Insurance|

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