Health and Wealth Report Past Issues

Each month readers of our Health and Wealth Report stay updated with the latest insights and information on how to minimize health costs, maximize your Medicare benefits, and manage your retirement. Go here to subscribe for free.

Past Newsletter Issues

Newsletter TitlePublished Date
enewsletterMake Optimum Use of Your Plan
February 2024
enewsletterBack to Basics: TTen Must-Know Tax Tips for Seniors That Can Save You ThousandsJanuary 2024
enewsletterBack to Basics: Twelve Keys to a Healthy LifestyleDecember 2023
enewsletterHow To Get the Most Out of Your Medicare Part D Prescription Drug PlanNovember 2023
enewsletterMedicare Fall Enrollment Period: What You Need to KnowOctober 2023
enewsletterThe Vastly Underrated Risk of Long-Term Care in AmericaSeptember 2023
enewsletterEnsuring Comfort at the End: A Comprehensive Guide to Medicare’s Hospice Care BenefitsAugust 2023
enewsletterShould You Choose a Younger Doctor or an Older Doctor?July 2023
enewsletterWhat To Do if your Doctor Won’t Bill MedicareJune 2023
enewsletterWhat You Need to Know About Medicare and Foreign Travel BenefitMay 2023
enewsletterMediShare 65+ Review: An Affordable Healthsharing Alternative to MedigapApril 2023
enewsletterMore Medicare Advantage Plans Now Include Brain Training ProgramsMarch 2023
enewsletterMore Medicare Advantage Plans Now Include Brain Training Programs
February of 2023
enewsletterHow To Turn Your Life Savings into a Guaranteed Lifetime Income
January 2023
enewsletterDon’t Forget Your Annual Wellness Visit
December 2022
enewsletterIRMAA – Or “How Your Medicare
Premiums Are Determined”
November 2022
enewsletterHow do Medicare MSA Plans Work?
October 2022
enewsletterMedicare Annual Open Enrollment Period Starts This Month. Here’s What You Need to Know
September 2022
enewsletterWhat You Can Do During Medicare Open Enrollment
August 2022
enewsletterMedical Expenses for Retirees Are More Expensive Than Ever – Here’s What You Can Do About It
July
2022
enewsletterExpanding HSAs to Seniors: Why Medicare Beneficiaries Shouldn’t Miss Out on Health Savings Accounts
June
2022
enewsletterMedicare Telehealth “Flexibilities” Renewed Again
May
2022
enewsletterHow to Protect Yourself from Medicare Fraud and Medicare Scams
April
2022
enewsletterOriginal Medicare Does Not Cover Hearing Aids;
Here are 6 Ways to Pay Less
March
2022
enewsletterFebruary is National Cancer Prevention Month – Here Are Some Simple Steps to Lower Your RiskFebruary 2022
enewsletterWhat the Biden Vaccine Mandate Means for the Future of Healthcare FreedomJanuary 2022
enewsletterYour Premiums and Deductibles Are About to Go Up. Here’s How to Mitigate Those Costs [Medicare 2022]December 2021
enewsletterHow to Know if You’re in the Right Medicare PlanNovember 2021
enewsletterAEP FAQs: Everything You Need to Know About the Medicare Annual Enrollment Period in 2021October 2021
enewsletterAll About Medicare MSA PlansSeptember 2021
enewsletterMedicare Updates: Your Medicare Open Enrolment Period is Approaching … Here’s What You Need to DoAugust 2021
enewsletterMarket Volatility is Coming: Here are 6 Ways to Protect Your Investments July 2021
enewsletterWhy You Need a Final Expense Plan June 2021
enewsletterYour Mid-Year Retirement Account Check-InMay 2021
enewsletterHow to Safely Go to the Doctor During the PandemicApril 2021
enewsletterUnderstanding Long-Term Care CostsMarch 2021
enewsletterHow to Get in Line for the COVID Vaccine [Coronavirus Vaccine FAQ]February 2021
enewsletterWhy Routine Screenings & Preventive Care are More Important Than EverJanuary 2021
enewsletterTime to Revisit Your Retirement Income PlanningDecember 2020
enewsletter6 Ways to Maximize Your Social Security Benefit PaymentNovember 2020
enewsletterMedicare AEP Is Almost Here: What You Need to Know about the Medicare Annual Enrollment PeriodOctober 2020
enewsletterRefer a Friend… Make a DifferenceSeptember 2020
enewsletterWhy Aren’t You Taking Advantage of Your Member Benefits?August 2020
enewsletterTroubleshooting Your MedicareJuly 2020
enewsletterWhat You Need to Know about Long Term CareJune 2020
enewsletterMedicare & Covid-19May 2020
enewsletterWhat You Need to Know about Long Term CareApril 2020
enewsletter5 Ways to Maximize Your Medicare BenefitsMarch 2020
enewsletterThe Blunders of Retirement Income
Planning
February 2020
enewsletterThe Surprising Shortfalls of your
Medicare Advantage Plan
January 2020
enewsletterThe Next Steps of Financial PlanningDecember 2019
enewsletter‘Tis The Season: End of Year Financial
Management Reminders
November 2019
enewsletterAll the Buzz about Part D Prescription Drug PlansOctober 2019
enewsletterMedicare’s Annual Enrollment Period (AEP) is Almost HereSeptember 2019
enewsletterGet the Most Out of CMS’ New Medicare Coverage AppAugust 2019
enewsletter5 Common Mistakes in Retirement PlanningJuly 2019
enewsletterHow an Income Annuity Guarantees Income During RetirementJune 2019
enewsletterSave on Your Prescriptions with Free Mobile Apps!May 2019
enewsletterWays to Get Vision Coverage During RetirementApril 2019
enewsletterCompare Prices for Major Procedures
Using the Medicare Price Tool
March 2019
enewsletterNational Cancer Prevention Month: How to Cover Cancer CostsFebruary 2019
enewsletterThe Six Essential Steps of Retirement PlanningJanuary 2019