Next Steps Health & Wealth

10/15/2026

Medicare Open Enrollment is here. From October 15 through December 7, you have a window to review your coverage and decide whether to make any changes for 2027. If you are on a Medicare Advantage Plan, those plans can change annually.

You don’t have to sort through the options alone. Contact us to schedule a complimentary review. We are independent and unbiased, licensed with over 20 companies.

10/13/2026

The 2027 Medicare & You handbook is available!
Keep it handy as you prepare for the year ahead.

Visit our website to get your digital copy
https://www.nextstepshealthwealth.com/medicare

Have Medicare questions? Comparing your plan for 2027? Reach out for a complimentary review.

10/09/2026

🚨Medicare Part D plans change annually. In 2027, some plans will be eliminated; others will double in cost. Many will experience formulary changes.

It's important you take a hands-on approach to be sure your medicines are on your plan's formulary next year, the difference your choice of pharmacies makes and your plan's premium. The cap on prescription costs for 2027 is $2400 but only for medicines your insurance company will cover. 💲

📣 We recently held a live training for our clients to introduce a platform called HeyMOE - Hey it's Medicare Open Enrollment! This is a user-friendly platform that will cross-check many areas for you and make a Part D recommendation based on your specifics.

👀 Watch the recording here https://www.youtube.com/watch?v=5aYqtUiZeD4&t=690s

Sign up for a HeyMOE account here https://app.heymoe.com/agent/AGTJ28YY

You can make changes to your Part D plan from October 15 to December 7 during the Annual Enrollment Period

Sign up for HeyMOE through your insurance agent and get help with Medicare Open Enrollment.

09/26/2026

As we approach Medicare Open Enrollment, we see scam calls pick up. BE AWARE - Medicare will never call you unless you initiate the call. Don't give out your Medicare number unless you are talking to your trusted insurance agent and they need it for a policy application. Unfortunately, we've had clients fall for a bad actor's scheme and have their insurance plan changed before they even know what happened.

09/18/2026

Another successful Medicare 101 Workshop in the books today. Perfect for those approaching Medicare eligibility and looking for clear, unbiased education and guidance from a trusted source. WE CUT THROUGH THE MEDICARE NOISE! 🧐🕵️‍♀️

Still space for the next round: Tuesday, Sept 22, 6pm at the Ephrata Library. Register here https://edu.nextstepsinsurance.com/inperson-seminar

09/18/2026

Missing enrollment deadlines, assuming Medicare covers everything, or choosing a plan based only on price are just a few mistakes we see every year. Learn how to avoid them and make confident decisions instead.

09/11/2026

09/10/2026

Things Your Medicare Card Can't Do (Unfortunately) 😂

Your Medicare card is pretty important—but it has its limits!

What it can do is play an important role in your healthcare coverage—and understanding how that coverage works matters.

Medicare doesn't have to feel complicated. That's what we're here to help with.

What would YOU add to the list? Tell us in the comments! 👇

09/03/2026

Each client has unique needs and challenges. We meet people where they are and find out what is important to THEM. Medicare & Retirement, it's what we do.

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09/02/2026

Medicare Open Enrollment runs October 15 to December 7 for the general public but for brokers and insurance companies the prep starts months earlier with plan design, certifications, studying, setting up backend processes in our office. It's a LOT but we strive to match every person that comes to us with the plans that will fit them best.