Category: Living Well

Life Lessons from Jim & Hughey

I hope this note finds you well despite the madness of the times. You know how eagerly I’ve been looking forward to spring. I’m a total wussy when it comes to cloudy weather, that’s why we left Ohio. We miss all our amazing Buckeye friends, but not the weather 😊. So when snowed it all […]

Is it time to move?

May this note find you well despite the madness of the times. Spring has sprung and it feels great and hopeful to be out in the sun 😊. So as we were cleaning flower beds, putting down some mulch and deciding if we need to repaint, my wife Q blindsided me with a question. Is […]

It’s time to get out!

I hope this note finds you well despite the madness of the times. Hopefully your Medicare coverage is working well. If not, feel free to book a time on my calendar and get your questions answered. In the meantime, click on the picture above and to learn what you can do to make life better. […]

How to Avoid Medicare Marketing Scams!

I hope you are having a great week.. Spring has finally sprung and I’m hearing from clients all over who are happy to be outside because… They are sick and tired of all the Medicare Ads! TV ads, telemarketers, and spamming email. Unless your medications have changed, your doctors have changed, you have a friend […]

Would you retire overseas?

I hope this note finds you well and staying safe despite the madness. As a Medicare Insurance broker, I speak with retirees every day doing their best to make their retirement go farther. Find out how Chase to took his retirement overseas to reduce his costs and improve the quality of his life. Living abroad […]

Perspective is everything

I hope this Medicare newsletter finds you well, wherever you are and whatever your situation. One year since the pandemic began, can you believe it? Talking with Medicare clients all over the country, it’s been a challenging  year for so many: Illnesses, lost finances, isolation from family and friends…the list goes on. What’s amazing to […]

Here’s how retirees on Medicare can save on taxes

Tax time is around is just around the corner. Check out these ideas in this article  on how retirees on Medicare can maximize deductions and be sure to talk with a tax professional if you have questions.

Are you overmedicating?

For people on Medicare, taking the time to review their medications with their pharmacist and their physician could have a hugely positive impact on their health. One of my clients was so shocked at the comatose state of her mother that she removed her from her nursing home and had her  own physician perform a […]

Don’t let COVID put your family in a lurch! Get your affairs in order now!

I hope you are having a great week despite the madness of the times. As your Certified Senior Advisor, the last 12 months have taught me one thing… You never know what happens next! This year, I’ve had more healthy Medicare Insurance clients die suddenly than at any point in my career. Look, losing a […]