The Retirement Resource

08/27/2026

Don’t fall for the fear factor.
“You’re going to miss a deadline” if you don’t call right now.
If it sounds too good to be true it probably is and always ask what you have to give up to get that food card.

Thank you for your attention.

08/26/2026

Some Medicare Advantage plans are being discontinued and there are some new ones for next year just like last year.

Medicare Advantage as a whole is not going away as it is being portrayed in many articles and spam texts.

Be sure to read any mail that comes from your insurance company. You can also give us a call to always find out the WHOLE TRUTH. 803.215.0990

08/25/2026

🚨 Medicare Scam Alert — Please Read & Share 🚨
High‑pressure phone calls targeting Medicare recipients are on the rise. Scammers are pretending to be from Medicare, saying they have a phone appointment scheduled and pushing people to “verify” personal information. These calls are NOT legitimate.

If you receive a call like this:

Hang up immediately!

Do NOT give any personal or Medicare information over the phone.

Call us directly — 803-306-5372
We’ll verify anything you’re concerned about and will come to you (or video call), so you can look us in the eye.

Your safety comes first. Stay alert, stay protected, and always reach out to us with questions.

04/03/2026

Please feel free to reach out to us if you have questions.

Some Medicare beneficiaries are receiving new Medicare cards with new numbers. Medicare is sending these new cards with a letter explaining why a new number has been issued. If you aren’t sure if mail from Medicare is legitimate, call 1-800-Medicare and ask.

02/26/2026

🏥 Medicare can be confusing, but knowing which preventive services are covered is key to staying proactive for your health and your budget.

Here’s the breakdown: Medicare does not actually cover a traditional "Physical," but it does cover an Annual Wellness Visit. 🩺 This visit isn't for new problems, but it is the best time to talk to your doctor about a personalized prevention plan.

Have you scheduled yours for 2026 yet? Staying proactive is the smartest way to keep your heart, and your wallet, healthy. ❤️

For more tips on how to use your 2026 benefits to the fullest, give us a call! ☎️ We are here to simplify it all.

Call us: (803) 215-0990

02/24/2026

Turning 65 is a milestone, but it also comes with a bit of a paperwork trap.

Most people know they need to sign up for Medicare, but many don't realize that missing your window can lead to lifetime penalties that get added to your monthly bill forever.

Even if you’re still working, "automatic" enrollment isn't always a thing, and not all employer insurance counts as "creditable" in the eyes of Medicare.

If you want to make sure you are on the right path to avoid penalties, give us a call. (803) 215-0990.

02/23/2026

Have you noticed the new Part B Premium for 2026?

The standard rate is now at $202.90, however this rate could be more for those with higher income.

Do you know what your rate is? Give us a call to find out (803) 215-0990

02/20/2026

With all the commercials and mailers, Medicare can feel like a headache. 🤯 We are not a giant call center; We are your local neighbor and expert.

We take the time to listen to your needs and find the plan that fits your life.

Ready for a simpler experience? Give Trey a call at (803) 215-0990

02/19/2026

It’s a surprise to many, but Original Medicare generally doesn't cover routine dental, vision, or hearing. 🦷🕶️🦻 If you need these services, you'll need an Advantage plan or a separate standalone policy.

Don't ignore your pearly whites or your eyesight! 😁😎

Give us a call at (803) 215-0990 to find an affordable plan that covers the "extras."