The Retirement Resource

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."

02/19/2026

Medicare Advantage plans change their provider networks every year. 🏥 Just because your doctor was "In-Network" in 2025 doesn't guarantee they are in 2026.

If you haven't checked lately, now is the time! Remember, you can still make changes until March 31st. Give us a call at (833) 697-3768 and we'll help you look up your doctors!

02/17/2026

Did you know that for every year you delay Social Security (up until age 70), your benefit increases by about 8%? 😲 That’s a huge difference!

However, waiting isn't right for everyone. It depends on your health, your savings, and your goals.

Give us a call to access some free tools that can help calculate what may be best for you and your situation. 📱(833) 697-3768

02/16/2026

In honor of Presidents' Day, let’s talk about leadership—specifically, being the CEO of your own retirement! 🇺🇸 Great leaders look at the big picture and seek expert advice when they need it. You’ve worked hard for your "cabinet" of savings; make sure it’s being managed with a vision for the future.

Let's chat about your goals: (833) 697-3768

02/14/2026

Happy Valentine’s Day! ❤️ At the end of the day, all the things that we talk about are really just about one thing: The people you love 💝. Our mission is to give you the peace of mind that you need to spend more time with them and less time worrying about the "how." Wishing you a day filled with the people who make your heart full!

02/12/2026

⚠️ Relying solely on group life insurance through an employer can be risky. ⚠️ If you retire or leave the job, that coverage usually disappears—and getting a new policy when you're older can be more expensive. Having a personal policy that you own ensures you’re covered no matter where you work (or don't work!).

Want to learn more? 🤔

Give us a call: (833) 697-3768