From Your Agent’s Desk…
Tuesday’s Topic - 10/1/2024
Today marks the beginning of the Annual Enrollment Period (AEP). This week, I walk through Part D prescription drug plan pricing changes for 2024.
Tuesday’s Topic - 9/24/2024
The 2025 Medicare and You Handbook has just been released. Today, I cover what’s new in this year’s booklet. You can download the handbook on the Forms page of my website if you'd like to follow along.
Tuesday’s Topic - 9/17/2024
Today, I talk through the 10 prescription drugs that will cost 70-80% less than they currently do come 2026 thanks to the Inflation Reduction Act.
Tuesday’s Topic - 9/10/2024
This week, I cover the implications of the CMS ruling from July 29, 2024 that provided 2025 Medicare Part D bid information and announced premium stabilization.
Tuesday’s Topic - 9/3/2024
On this Tuesday's Topic, I discuss 3 upcoming Medicare drug plan changes on deck for 2025.
Tuesday’s Topic - 7/9/2024
This week I continue our discussion on proposals to shore up Social Security as outlined in the 2024 OASDI Trustees Report.
Tuesday’s Topic - 7/2/2024
Did you watch the first 2024 Presidential Debate last week? Here is a recap of suggestions offered by President Joe Biden and Former President Donald Trump for how each would fix up the Social Security Trust Fund.
Tuesday’s Topic - 6/25/2024
This week, we continue our discussion on proposed changes to Social Security and in particular, talk through potential adjustments to the Earliest Eligibility Age.
Tuesday’s Topic - 6/18/2024
The last time the Social Security Administration raised the retirement age was 1984. Here’s my suggestion for how the SSA should raise the retirement age now.
Monday News Flash: Social Security Concerns & A Call for Compromise
I read two articles last week that I wanted to discuss my thoughts about with you. One quantifies the Baby Boomers’ anxiety over Social Security benefits and the other discussed the response from the House of Representatives after the Chief Actuaries of the Social Security Trust Fund and Medicare Trust Fund went to Capitol Hill to discuss the challenges they’re facing. Watch below:
Tuesday’s Topic - 6/11/2024
The Social Security Administration is exploring changes to the Full Retirement Age which would affect anyone turning age 62 in 2024 and older. I discuss the 7 potential changes here.
Tuesday’s Topic - 6/4/2024
This week, I’m continuing our discussion about the 2024 OASDI Trustees Report, and in particular the letter to Congress that the Board of Trustees is required to write when the trust fund is projected to expire within 10 years.
Tuesday’s Topic - 5/21/24
Why do 29% of people collect Social Security at the earliest eligibility age? It all comes down to 2 myths.
Tuesday’s Topic - 4/9/24
This week, we look further into clawbacks - and in particular, how the SSA can clawback Social Security from seniors who are in default on student loan payments.
Tuesday’s Topic - 4/2/24
I thought I would share some of my clients’ most recently asked questions, so today I’m sharing more about a new Social Security Clawback rule.
Tuesday’s Topic - 3/26/24
This week, I walk through how to appeal the IRMAA using the SSA-44 form.
Tuesday’s Topic - 3/19/24
On today’s Tuesday’s Topic, I discuss a few reasons why you may want to appeal your IRMAA. Here is the SSA-44 form for you to reference and be sure to tune in next week when I walk through the steps for how to appeal.
Tuesday’s Topic - 3/12/24
In this episode, I walk through PIA (Primary Insurance Amount) adjustment based on claiming early or deferring. For more information about when to start receiving retirement benefits, here is an informational flyer from the SSA.