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.


2021 Issues

AEP FAQs: Everything You Need to Know About the Medicare Annual Enrollment Period in 2021 October 2021
All About Medicare MSA Plans September 2021
Medicare Updates: Your Medicare Open Enrolment Period is Approaching … Here’s What You Need to Do August 2021
Market Volatility is Coming: Here are 6 Ways to Protect Your Investments July 2021
Why You Need a Final Expense Plan June 2021
Your Mid-Year Retirement Account Check-In
May 2021
How to Safely Go to the Doctor During the Pandemic April 2021
Understanding Long-Term Care Costs March 2021
Why Routine Screenings & How to Get in Line for the COVID Vaccine [Coronavirus Vaccine FAQ] February 2021
Why Routine Screenings & Preventive Care are More Important Than Ever January 2021

2020 Issues

Time to Revisit Your Retirement Income Planning December 2020
6 Ways to Maximize Your Social Security Benefit Payment November 2020
Medicare AEP Is Almost Here: What You Need to Know about the Medicare Annual Enrollment Period October 2020
Refer a Friend… Make a Difference September 2020
Why Aren’t You Taking Advantage of Your Member Benefits? August 2020
Troubleshooting Your Medicare July 2020
What You Need to Know about Long Term Care June 2020
Medicare & Covid-19 May 2020
What You Need to Know about Long Term Care April 2020
5 Ways to Maximize Your Medicare Benefits March 2020
The Blunders of Retirement Income Planning February 2020
The Surprising Shortfalls of your Medicare Advantage Plan January 2020
Making the Most of Medicare Part D in 2020 January 2020

2019 Issues

The Next Steps of Financial Planning December 2019
‘Tis The Season: End of Year Financial Management Reminders November 2019
All the Buzz about Part D Prescription Drug Plans October 2019
Medicare’s Annual Enrollment Period (AEP) is Almost Here September 2019
Get the Most Out of CMS’ New Medicare Coverage App August 2019
5 Common Mistakes in Retirement Planning July 2019
How an Income Annuity Guarantees Income During Retirement June 2019
Save on Your Prescriptions with Free Mobile Apps! May 2019
Ways to Get Vision Coverage During Retirement April 2019
Compare Prices for Major Procedures Using the Medicare Price Tool March 2019
National Cancer Prevention Month: How to Cover Cancer Costs February 2019
The Six Essential Steps of Retirement Planning January 2019