Kaegan Dalton - Medicare, Life, Health, and Financial Professional

05/29/2026

05/29/2026

If your business finances and tax situation feels overwhelming, you should really be reaching out to Dalton Professional Services, LLC.

Stop paying your CPA to do data entry 🛑

I see this happen all the time:
A business owner walks into their CPA’s office in April with a shoebox full of receipts, three bank statements, and a QuickBooks that hasn’t been opened since last spring.

Now the CPA’s burning through billable hours just getting the books in shape before they can even touch the actual tax work.

That’s expensive. And it’s 100% avoidable.

Here’s how it’s supposed to work: I handle the categorizing, reconciling, and organizing all year long. Your CPA handles the filing and the strategy. Right tool for the right job🔧 And it almost always costs less overall.

I work hand in hand with CPAs. I even have referral relationships with great local ones. Think of me as the person who sets the table so your CPA can cook the meal 🍽️

Your CPA went to school for tax strategy. Let them use it.

👇 Drop a comment or send me a message if your books could use some attention before year-end.

05/25/2026

Today we pause to reflect on the ultimate sacrifice so many brave men and women gave for our freedom. “Thank you” will never be sufficient, but thank you from the bottom of my heart. God Bless America! 🇺🇸

04/29/2026

Turning 65 is an important Medicare milestone, but enrolling is not always as automatic or as simple as people expect. The right next step depends on various factors, and missing the timing or misunderstanding how your current coverage works with Medicare can lead to penalties, gaps in coverage, or both.

Swipe to see the key Medicare considerations to keep in mind if you are about to turn 65.

If you are approaching 65 and want help understanding what to do next, don’t hesitate to reach out to our team. We are here to help guide you.

04/09/2026

🎂 Turning 26 this year? Big milestone — but there's one thing most people forget about: losing health insurance.

Once you age off your parents' plan, you have a limited Special Enrollment window to get covered on your own. Miss it, and you could be uninsured until open enrollment.

I'm Kaegan Dalton — a local licensed broker who shops dozens of plans to find the best fit for your budget. And it costs you nothing. Let's talk before your deadline hits. 👇

04/07/2026

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — it can also serve as a financial tool throughout your life, offering support when times get tough. Let’s help you prepare today so you can face tomorrow with peace of mind.

Give us a call for more information!

04/02/2026

In recognition of Good Friday, Dalton Insurance Agency will be close on Friday, April 3rd. We will be back on Monday, April 6th. Have a blessed Easter weekend!

03/30/2026

⚠️ Medicare Supplement plans are on the rise! ⚠️ We are seeing some companies with premium increases of nearly 34% 😳 The good news is - we can shop Medicare Supplement plans YEAR ROUND! Give me a call, shoot me a text, or send me a direct message and let's see if you can qualify for a better rate and some savings! 🔥🤑

03/02/2026

Let's talk about Hospital Indemnity Plans and how they can significantly limit your out of pocket exposure!

02/23/2026

If you or a loved one has been scammed, it can feel incredibly stressful and overwhelming. The good news is that there are dedicated resources to help you recover funds, protect your identity, and report fraud - especially with all the rampant fraudulent calls and bogus information phishing.

🔹 FTC Fraud Reporting - Report fraud and get personalized recovery steps at https://reportfraud.ftc.gov/

🔹 FBI Internet Crime Complaint Center (IC3) - Report internet-facilitated crimes at https://reportfraud.ftc.gov/

🔹 Identity Theft Recovery - Get a recovery plan at https://www.identitytheft.gov/, the U.S. government's official identity theft website

🔹 AARP Fraud Watch Network - Reach out for support and guidance at https://www.aarp.org/money/scams-fraud/helpline/

The best thing you can do if you believe that you’ve been scammed is to report the fraud immediately. And remember, you are not alone.

We hope that you find this information helpful. As always, feel free to reach out if you have any questions or need guidance within the team’s area of expertise.