Retirement Information Resources
Videos, articles and guides to help you on the path to retirement.
Our goal is to always keep our clients and community informed.
Dear Retirement shares information across many platforms to make sure you know what’s going on in the financial world!
Articles
Understanding Medicare Advantage Extras: The Perks You Might Be Missing
Most people know that Medicare Advantage (Part C) plans combine your hospital and medical coverage — but few realize how many extra benefits may come bundled in. These added perks […]
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Government Shutdowns: Preserving Your Retirement
When Congress fails to pass spending bills by Sept. 30 each year, the federal government must shut down nonessential services, closing many offices and furloughing employees until new funding passes. […]
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Understanding Your Medicare Drug Plan Formulary
When it comes to your health, knowledge is power. And one of the most important things to understand about your Medicare coverage is your drug plan formulary. It might sound […]
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It’s Your Time: Finding What You Love After Retirement
The Freedom to Be a Little Selfish Retirement isn’t the end of the story — it’s the start of one that’s finally all about you. For decades, you’ve focused on […]
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The Importance of Reviewing Your Medicare Plan Each Year
Medicare plans aren’t set in stone. Every year, plan costs, coverage options, and even your own healthcare needs can change. That’s why it’s important to review your Medicare plan annually—especially […]
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Bridging the Gap: How Medicare Works with Employer or Retiree Health Coverage
Transitioning into Medicare isn’t always straightforward — especially if you’re still working or covered by a retiree health plan. Many people assume their employer insurance will take care of everything, […]
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How to Avoid Costly Medical Debt in Retirement
Retirement should be a time of peace and financial stability — not stress over unexpected medical bills. Yet across the U.S., millions of retirees face a growing threat: medical debt. […]
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Life Insurance Isn’t Just for the Young: Why It Matters More in Retirement Than Ever
Many people think of life insurance as something you buy when you’re young — a safety net to protect your family if something unexpected happens. But here’s the truth most […]
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The One Big Beautiful Bill: What Retirees Need to Know
On July 4, 2025, President Trump signed into law H.R. 1—the One Big Beautiful Bill Act (aka OBBBA)—a sweeping tax-and-spending measure that touches almost every facet of the U.S. economy, […]
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Why Every Retirement Income Plan Should Include a Home Healthcare Adjustment
Let’s face it — most retirees do not want to end up in a nursing facility. We hear it every day from the people we serve: “I want to stay […]
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Understanding Medicare – Know Your Options And Costs
Not sure where to start with Medicare? We can help! Download this 16-page guide and get answers to the most common questions about Medicare, including:
- What’s the difference between Medicare Parts A, B, C and D?
- What's covered? And how much will I pay?
- Is Medicare Supplement insurance or a Medicare Advantage plan right for me?
Our firms is not affiliated with the U.S. government or any governmental agency.
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