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The Atkinson Agency

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United States
Houston, TX
The Atkinson Agency

Brokerage agency specializing in Medicare, Health Insurance, Life Insurance, and Legacy Planning

04/05/2026

Happy Easter! He is Risen!

04/05/2026

Wishing everyone a very happy Easter today.

We are doing Easter the way we always do it - CELEBRATING JESUS - and I am so grateful for that.

Days like today are a good reminder of what we are actually working so hard to protect.

The people around the table. The traditions that matter. The life we have built.

That is why I do what I do.

From my family to yours, I hope your Easter is full of good food, good people, and maybe a nap somewhere in there if you can manage it.

Happy Easter. 🐣

Drop your favorite Easter tradition in the comments.

04/04/2026

Lately I’ve been talking with a lot of people about the 3 “seasons” of retirement money: accumulation, preservation, and distribution. 🌱🛡️💸
When we’re working, we’re in the accumulation phase – building the nest egg through 401(k)s, IRAs, and other investments. 📈 The uncomfortable truth? A lot of portfolios are taking far more risk than people realize, and they only find out after a big market drop wipes out years of progress. ⚠️
As retirement gets closer, the focus shifts to preservation – protecting what you’ve built so one bad year doesn’t undo decades of saving. 🛟
Then comes distribution – turning that savings into a reliable paycheck you can’t outlive and coordinating it with Social Security, pensions, and taxes. 💵📆
I’m curious:
• Which “season” do you feel you’re in right now? 🌦️
• What worries you more: a market crash, inflation, or running out of money? 😬
• Do you have a written plan for how you’ll pay yourself in retirement, or are you hoping your current mix of investments “just works out”? 📝🤷
In my work, I keep seeing the same pattern: people think they’re “diversified,” but a quick stress test shows their retirement could be one bad market cycle away from a serious setback. 🚨 If you want to know whether your accumulation strategy is actually setting you up—or quietly putting your future at risk—drop a comment or send me a message and I’ll take a look with you. 👇💬

04/02/2026

Here’s a Medicare fact that genuinely surprises people every single time I bring it up.

Your Medicare Part B and Part D premiums are not the same for everyone.

If your income was above a certain threshold two years ago you are paying a surcharge on top of your standard premium right now. Every single month. It is called IRMAA. Income Related Monthly Adjustment Amount.

And most people find out about it for the first time when they see it on their Social Security statement and have absolutely no idea what it is or why it is there.

Here is how it works. ⤵

Medicare looks at your tax return from two years prior to determine your premium for this year. So your 2026 Medicare premium is based on your 2024 income. If that was a high income year for any reason (a one time Roth conversion, a business sale, a large capital gain, a spouse going back to work), you may be paying significantly more than the standard premium this year.

The part that really gets people is that the income that triggered it may have been a one time event that will never happen again. But the surcharge shows up anyway.

Here’s the good news.

You can appeal an IRMAA surcharge if your income has since decreased due to a life changing event. Retirement. Divorce. Death of a spouse. Reduction in income. There is a formal process and it is worth pursuing if you qualify.

I have helped clients recover hundreds of dollars a month through a successful IRMAA appeal. The paperwork is not complicated. Most people just do not know it is an option.

If you’re on Medicare and you have never heard of IRMAA you’re not alone.

04/01/2026

If you were sitting at my kitchen table, this is exactly what I’d tell you. ☕ I see people making the mistake of relying only on their work life insurance every single day because they were told it was the “easy” way. But “easy” usually gets expensive later. Friends don’t let friends rely only on work life insurance. If you want the “Best Friend” version of the truth regarding your life insurance policy, my DM is always open.

04/01/2026

Here is the retirement conversation most financial people avoid.

What happens if you live longer than your money does.

People are living longer than ever. A 65 year old today has a real statistical chance of living into their late 80s or even 90s. That is potentially 25 years of retirement to fund.

Most people have a plan for the first 10. Not many have a plan for the last 15.

Social Security helps. But it was never designed to carry the whole load.

This is exactly why guaranteed income planning exists. The idea is simple. You create a income stream you literally cannot outlive. No matter what the market does. No matter how long you live.

I have shown this to clients who have been working with financial advisors for years and never had this conversation. That says a lot.

If you are within 10 years of retirement and you do not have a guaranteed income strategy beyond Social Security, that is worth a conversation.

📍 Send me a message. This is one of my favorite things to map out with people.

02/05/2026

Retiring my ‘ghost agent’ era. ✌ Insurance is serious, but your agent shouldn‘t be a faceless corporation.

02/05/2026

Most people don’t realize how many people are standing under their financial umbrella.

A spouse who relies on their income.

Kids whose routines depend on it.

Sometimes even aging parents or family members who would feel the ripple effects immediately.

That’s why I often say life insurance isn’t just a policy. It’s a written plan for the people who depend on you today.

Not someday.

Not hypothetically.

Right now.

I use a simple tool called The People You Protect Checklist to help people see this clearly. The first section asks one straightforward question: Who depends on your income today?

When you write the names down, things shift. What felt abstract becomes very real. And planning stops feeling morbid and starts feeling responsible.

That’s what this kind of protection really is.

A love letter in practical form. One that says, “I’ve thought this through, and you’re covered.”

Comment LOVE and I’ll send you the checklist to help you see if your family is fully protected.

02/04/2026

A lot of retirement conversations focus on saving. How much you have. How long it might last. Whether it is enough.

What often gets overlooked is the spending side. Not in theory, but in real life. Knowing what actually shows up in your bank account each month and what that means for day-to-day living.

There is a big difference between having a nest egg and having predictable income. One requires ongoing decisions. The other creates stability.

That is why I adapted The People You Protect Checklist for those thinking about the future. It helps you step back and look at where your income will come from, where gaps might exist, and who would feel the impact if things did not go as planned.

It is not about guessing or worst-case thinking. It is about understanding your safety net so retirement feels more steady and less uncertain.

Comment FUTURE below and I will send the checklist to your DMs so you can see how protected your retirement plan really is.

10/28/2025

Thanks to Tomball Senior Village for having us out today!

Address

10225 Wortham Boulevard
Houston, TX
77065

Opening Hours

Monday	8am - 8pm
Tuesday	8am - 8pm
Wednesday	8am - 8pm
Thursday	8am - 8pm
Friday	8am - 8pm
Saturday	10am - 2pm

Website

http://www.theatkinsonagency.com/

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