Medicare Advantage vs. Supplement Plans: What’s the Difference?
Last week we covered the basic structure of Medicare. Parts A, B, C, and D. If you missed it, go back and start there. This week we’re getting into the decision that trips up more people than anything else. Thanks for reading Magnolia Harbor Advisors! Subscribe for free to receive new posts and support my […]
Why I Started Magnolia Harbor Advisors
I spent over 20 years in financial services. Most of that time was as a Vice President and Financial Consultant managing a large client portfolio at one of the country’s largest brokerage firms. I held multiple FINRA licenses. Every day I talked to people about their money, their retirement plans, their futures. Thanks for reading […]
Turning 65 Soon? Start Here.
If you’re approaching 65 and Medicare feels like a foreign language, you are not alone. I had a client last year who spent three weeks trying to research Medicare on her own. By the time she called me, she had 47 browser tabs open and was more confused than when she started. Thanks for reading […]
The Turning 65 Medicare Checklist
Start Here If you are approaching age 65, Medicare is one of the most important decisions you will make in retirement. Not because it is overly complicated, but because the timing and structure matter more than most people realize. This checklist is designed to walk you through the process step by step so you can […]