PDF Document

Life Insurance vs. Roth IRAs

Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.


Insurance Article

Health Care Costs in Retirement

For those of you gearing up to retire within the next few years, you may be wondering how your health care costs in retirement might look. There are several factors at play. We’re going to dive those to give you a better understanding of your health care costs in retirement.

Estate Planning Article

20 Things to Do Before You Retire in the 2020s

Well, here we are approaching the close of another decade. As many often do near the end of a milestone, we’re doing a countdown. However, this countdown isn’t looking back over the past decade, but rather forward toward the decade on the horizon. New decades often mean new goals, and for many, it’s likely the ultimate goal during our working years, retirement. 

Insurance Article

What is Medicare Open Enrollment?

When it comes to government programs designed to help those who are retirement age, frequently Social Security reigns supreme. However, Medicare should be placed right beside Social Security in importance. Medicare is an excellent benefit to the aging American public and a great safety net for that age group. At the same time, without proper guidance, Medicare can also be a source of great frustration.

The Guided Retirement Show

Insurance Podcast

Medicare Supplement Plans, A Closer Look

Episode 22 - Tom Allen | Medicare Expert, CMS, Insurance Consultant

Today, Tom and I dive deep into the differences between Medicare supplement coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.

Insurance Podcast

Understanding Medicare Options, Costs, and Coverage Pt. 2

Episode 7 - Tom Allen | Medicare & Supplemental Insurance Expert
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s designed to do. If you haven’t listened to Part 1, I strongly recommend you do so now. There are so many nuances to health insurance, and it’s very easy to get caught in financially devastating traps if you aren’t careful.




Long-Term Care vs. Life Insurance

Dean Barber breaks down the important differences in Long-Term Care and Life Insurance.