• Home
  • About
    • Meet David
    • Meet The Team
    • Our Approach
    • Our Purpose
  • Services
    • Retirement Planning
      • Asset Protection
      • Wealth Management
      • Retirement Planning Resources
    • Estate Planning
      • Estate Planning
      • Estate Planning Resources
      • Beneficiary Liquidity
      • Wills & Trusts
    • Taxes
      • Tax Planning
      • Tax Prep
      • Existing Tax Clients
      • New Tax Clients
      • Tax Resources
    • Social Security Planning
      • Social Security Planning
      • Social Security Planning Resources
    • Medicare
    • Insurance
      • General / Personal Lines
      • Longterm Care
      • Healthsharing
  • Resources
    • The Safe Money Book
    • Retirement Planning Resources
    • Estate Planning Resources
    • Tax Resources
    • Social Security Planning Resources
    • The Retirement Course
    • Feel Good About Your Money Decisions
    • Retire Village
    • How Money Works
    • How Money Works Blog
    • Take the Challenge
  • Live
    • The Moneyworks Show
    • Seminars & Workshops
  • Agents
    • Agent Login
    • Moneyworks CRM
    • Moneywork Match
  • BLOGS
    • IRA Blog
    • Medicare Blog
    • Weekly Market Commentary
    • Weekly Newsletter
  • Contact us
  • Phone icon
    (972) 327-3737 CALL US TODAY!
“Snowbird Medicare: A Two-State Plan That Actually Works”

“Snowbird Medicare: A Two-State Plan That Actually Works”

by Kenny | Oct 27, 2025 | Medicare, Medicare Blog

Snowbird Medicare: A Two-State Plan That Actually Works If you split the year between two homes, you already know about duplicate utility bills and the art of packing one jacket that somehow works in two climates. But there’s one thing snowbirds often overlook: how to...
Turning 65? The No-Stress Medicare Timeline (What to Do & When)

Turning 65? The No-Stress Medicare Timeline (What to Do & When)

by Kenny | Oct 18, 2025 | Medicare, Medicare Blog

Medicare doesn’t have to be confusing. Use this simple month-by-month checklist to enroll on time, avoid penalties, and choose coverage that fits your doctors, prescriptions, travel, and budget. 6–9 Months Before Your 65th Birthday: Get Your Bearings Learn the basics:...
7 Smart Moves to Cut Health Costs and Get Better Coverage with Medicare (and the Right Insurance Pairings)

7 Smart Moves to Cut Health Costs and Get Better Coverage with Medicare (and the Right Insurance Pairings)

by Kenny | Oct 10, 2025 | Medicare Blog

If you’re approaching 65, already on Medicare, or helping a parent navigate coverage, you’ve probably noticed two things: The rules change often, and 2) small choices can have big cost consequences. The good news? With a little structure—and the right partner—you can...
What Is Medicare? A Friendly Guide to Parts A, B, C & D

What Is Medicare? A Friendly Guide to Parts A, B, C & D

by Kenny | Oct 3, 2025 | Medicare, Medicare Blog

Meta: A simple walkthrough of Medicare Parts A, B, C & D—what each covers, who’s eligible, and how they work together.Takeaways: Four parts, different roles Enrollment timing matters Coverage & costs vary by plan and area Post:Medicare is the federal health...
Medicare in 2025: What You Need to Know About Your Coverage

Medicare in 2025: What You Need to Know About Your Coverage

by Kenny | Sep 26, 2025 | Medicare, Medicare Blog

As we step into 2025, understanding your Medicare needs is more important than ever. With healthcare costs rising and plan options evolving, staying informed ensures you have the right coverage to protect both your health and your financial well-being. Whether you’re...
How are Medicare costs and benefits changing for 2026?

How are Medicare costs and benefits changing for 2026?

by Kenny | Sep 22, 2025 | Medicare, Medicare Blog

Learn how premiums, out-of-pocket costs and income-related surcharges are changing for 2026 Medicare coverage What are the changes to Medicare benefits for 2026? Medicare changes for 2026 include increases for Medicare Part B and Part A premiums and cost-sharing,...
« Older Entries

Recent Posts

  • “Snowbird Medicare: A Two-State Plan That Actually Works”
  • Eligible Designated Beneficiaries and Successor Beneficiaries: Today’s Slott Report Mailbag
  • Why Life Insurance Belongs in Your Retirement Plan
  • Why the Once-Per-Year Rollover Rule Is Often Misapplied
  • IRA Trick or Treat
  • Weekly Market Commentary
  • Turning 65? The No-Stress Medicare Timeline (What to Do & When)
  • QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
  • Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
  • Good Reasons to Name a Trust as IRA Beneficiary

Categories

  • IRA Blog
  • Medicare
  • Medicare Blog
  • Weekly Market Commentary
  • Weekly Newsletter

Footer

Subscribe to our newsletters

We share our newsletter every two weeks.

  • Opt in to receive our amazing knowledge and wisdom!
  • Opt in to receive financial golden nuggets.
Subscribe Now Contact Us

Get in touch

Call us
(972) 327-3737
Email
info@moneyworksgroup.com
Location
4324 Mapleshade Lane,
Suite 155
Plano, TX 75093
Follow
© MoneyWorks Group™. All rights reserved.
Privacy Policy Accessibility Statement Terms of Use
Powered by Custom Website For You