Medicare Planning & Retirement Solutions

Medicare Planning & Retirement Solutions Helping local seniors confidently navigate Medicare. Call us today to find the plan that’s right for you.

We offer no-cost, no-obligation consultations, personalized plan comparisons, and in-person support so you can feel confident in your coverage. Welcome to Medicare Planning of California, your trusted local, family-owned Medicare health insurance experts. Whether you're navigating Medicare options, Medicare Advantage, Medicare Supplement, Part D, Medi-Medi, Medi-Cal, seeking comprehensive family h

ealth plans, or exploring Covered California for individuals under 65, we're here to guide you. With personalized service and a commitment to simplifying healthcare decisions, we tailor solutions to meet your unique needs. Partnering with top insurance providers, we offer competitive rates and comprehensive coverage options. Contact us today for expert guidance and peace of mind in your healthcare journey."

Celebrating the Hard Work That Keeps America MovingThis Labor Day, we recognize the hardworking individuals whose dedica...
09/07/2026

Celebrating the Hard Work That Keeps America Moving

This Labor Day, we recognize the hardworking individuals whose dedication, determination, and contributions help strengthen our families, businesses, and communities.

Whether you’re working today, enjoying retirement, or spending time with the people you love, we hope you have a safe, relaxing, and well-deserved Labor Day.

Happy Labor Day from all of us at Medicare Planning & Retirement Solutions!

— Rick & Cristina

💊 WHAT IS MEDICARE PART D?Medicare Part D helps cover the cost of prescription medications, but not every Part D plan co...
09/04/2026

💊 WHAT IS MEDICARE PART D?

Medicare Part D helps cover the cost of prescription medications, but not every Part D plan covers medications the same way.

Your costs can depend on:

✔️ The medications you take
✔️ The plan’s formulary
✔️ The pharmacy you use
✔️ Deductibles, copays and coinsurance

That’s why it’s important to understand how your prescription coverage works — and to remember that Part D plans can change from year to year.

Create a Retirement PaycheckRetirement doesn’t have to mean giving up a dependable paycheck. A properly structured incom...
09/03/2026

Create a Retirement Paycheck

Retirement doesn’t have to mean giving up a dependable paycheck. A properly structured income plan can help provide reliable monthly income for essential expenses throughout retirement.

Let’s help make your retirement income more predictable.

Another 5-Star Client Review ⭐⭐⭐⭐⭐We believe Medicare guidance should be clear, comfortable, and never feel like a high-...
09/02/2026

Another 5-Star Client Review ⭐⭐⭐⭐⭐

We believe Medicare guidance should be clear, comfortable, and never feel like a high-pressure sales experience.

J O shared this about working with Rick:

“Highly recommend working with Rick for Medicare policies. Easy to talk to and no sales pitch/pressure. He's also very responsive when you have a question or issue.”

Thank you, J O, for the kind words and for trusting us with your Medicare needs. We truly appreciate the opportunity to help.

⏰ 45 DAYS UNTIL MEDICARE ANNUAL ENROLLMENT!Medicare Annual Enrollment begins October 15.This is a good time to start get...
09/01/2026

⏰ 45 DAYS UNTIL MEDICARE ANNUAL ENROLLMENT!

Medicare Annual Enrollment begins October 15.

This is a good time to start getting prepared. Gather your current plan information, make a list of your prescriptions, and think about whether your healthcare needs have changed this year.

During Annual Enrollment, Medicare beneficiaries have the opportunity to review their coverage and make changes for the upcoming year.

📅 Annual Enrollment: October 15 – December 7

Being prepared ahead of time can make reviewing your Medicare options much easier.

Part A helps cover inpatient hospital care. Part B helps cover doctor and outpatient services. Part C—Medicare Advantage...
08/31/2026

Part A helps cover inpatient hospital care. Part B helps cover doctor and outpatient services. Part C—Medicare Advantage—is an alternative way to receive Parts A and B through a private plan. Part D helps cover prescription drugs.

The right combination depends on your doctors, medications, budget and travel needs.

📘 WHAT IS MEDICARE PART C (MEDICARE ADVANTAGE)?Medicare Advantage, also known as Part C, is another way to receive your ...
08/28/2026

📘 WHAT IS MEDICARE PART C (MEDICARE ADVANTAGE)?

Medicare Advantage, also known as Part C, is another way to receive your Medicare benefits through a private insurance company approved by Medicare.

If you're turning 65, new to Medicare, or preparing to retire, understanding the difference between Original Medicare and Medicare Advantage is important.

The First Years of Retirement Can Be the Most ImportantA market decline can be especially damaging during the first few ...
08/27/2026

The First Years of Retirement Can Be the Most Important

A market decline can be especially damaging during the first few years of retirement.

When you withdraw money while your investments are down, you may need to sell more shares to produce the same amount of income. That leaves fewer shares available to benefit from a future market recovery.

This is known as sequence-of-returns risk.

Two retirees can earn the same average return but experience very different outcomes depending on when their gains and losses occur. Protecting a portion of essential retirement income from market volatility can help reduce this risk.
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Another 5-Star Client Experience ⭐⭐⭐⭐⭐Medicare decisions can feel overwhelming when you’re trying to compare multiple pl...
08/26/2026

Another 5-Star Client Experience ⭐⭐⭐⭐⭐

Medicare decisions can feel overwhelming when you’re trying to compare multiple plans and make sure everything works together.

Thank you, Debra, for the kind words and for trusting us to help with your Medicare Supplement, prescription drug, dental, and vision coverage.

Debra shared this about her experience:

Some people can delay Medicare Part B without a penalty while covered by an active employer group plan. The rules can de...
08/24/2026

Some people can delay Medicare Part B without a penalty while covered by an active employer group plan. The rules can depend on the employer and the type of coverage. Before delaying Medicare, confirm how your plan works with Medicare and whether your prescription coverage is creditable.

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30 Fallbrook Avenue Newbury Park CA US
Thousand Oaks, CA
91320

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