Health
Recent client projects
What I’ve been working on the last few months
May 2026
There may be a hole in your bucket list
What your Medicare card doesn’t cover when you travel abroad
September 2025
Health Insurance Is Changing Next Year
Here’s what to do now
June 2025
Retirement health insurance before Medicare
A simple guide for health insurance coverage prior to Medicare eligibility
May 2025
How to turn healthcare expenses into tax-free retirement income
Revisiting the flexibility and power of an HSA account
October 2024
No More ‘Donut Hole’—Discover How Medicare Is Changing!
Might be a good idea to review your Medicare coverage
August 2023
Why Health Savings Accounts Are a Great Tax Savings Strategy
Many clients wonder if a Health Savings Account (HSA), and the high-deductible health plan that comes with it, is right for them.
May 2023
How Can I Avoid High Healthcare Costs While Traveling?
Plan ahead and save some money
College, Turning 26, and Other Dependent Changes That Impact Healthcare Costs and Coverage
What should you consider for your child’s healthcare as they age?
January 2023
A Guide to Help You Sign Up for Medicare
If you’re turning 65 soon, congratulations!
How to Make Choosing a Health Insurance Plan Easier
With many different options available, choosing health coverage can be overwhelming.
June 2022
Why women need to plan for longevity in retirement, and how to do it
While longevity is a critical factor for everyone’s retirement plan, it’s especially imperative for women.