A New, Exciting Chapter

Spring is in full bloom in Florida and I thought May was a good month to kick off a new project: a quarterly newsletter. This has been one of my goals for 2022 and I’m excited to bring you the latest updates in the world of Medicare and retirement planning.

If you are approaching the retirement years (or you’re already enjoying them), my biggest piece of advice is to get educated. These are big decisions and you should work with a fiduciary advisor who puts your interests ahead of all others. My hope is that I can help with the education process through this newsletter and other resources. Plus, you’ll learn a little bit more about me along the way.

In this issue, we’ll go over some important updates to Medicare and marketing. I’m also going to share some trends when it comes to states and retirement benefits, as well as more information on how fixed annuities can help with healthcare costs. Lastly, I have a new partnership to tell you about!