“I long, as does every human being, to be at home wherever I find myself” Maya Angelou Point One – Medicare residency requirements mainly impact Advantage plans I get a lot of questions from retirees regarding residence requirements for Medicare, which is a critical factor for retirees who travel…
In pulling together the information for this series of blogs, I was struck by the lack of consistent sub-categories of demographic groups of Seniors based on age. Based on my personal observations I believe in the three phases of retirement: Go-Go, Slow-Go, and No-Go years. But I had no way…
Do I need Medicare Part B? No Waiting! It is a question that I get all the time. I’m healthy and living offshore – why should I bother with Medicare Part B? The answer is – it depends on if you ever plan to come back to the US to…
Sorry Virginia, but there is no Medicare Santa Claus Dyno Mite! We’ve all seen the commercials – faded and forgotten football stars and actors, selling access to “cashback in your Social Security check” simply by giving a call to the number on your screen. And then being endlessly bombarded by…
3 Questions About Enrollment Periods And More I get a ton of questions from our clients and friends, and I try to generalize them and answer in a blog post to share as widely as possible. We just finished the speed dating season of the Annual Enrollment Period (AEP) from…
3 Case Studies for Go-Go Retirees The early years of retirement can be the greatest time of your life. For those folks who enjoy good health (physical and financial), it is a time to travel, play, see family and enjoy the fruits of a family and career. And for the…
Many Americans have sought the paradise pastures and laid-back lifestyle of beautiful Mexico. Mexico is home to more than 1 million expats from around the world, including about 750,000 American expats. Who’s blaming them? Expats in Mexico enjoy a land of sunshine, rich cultural traditions, historical heritage, lower living costs,…
If you fail to plan, you are planning to fail -Benjamin Franklin Planning for Medicare – What Stage Are You In? Medicare is a huge benefit program covering over 90 million people (60 million Seniors) and a gross budget over $919 last year. It is a program with multiple parts…
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