Just this past week we helped a new client enroll in Medicare D for the first time. Unbeknownst to them, they were about to encounter two big penalties – Delayed Enrollment & Income Related Monthly Adjustment Amount (IRMAA). “Sally” is a 73 year old widow in excellent health. Due to a combination of factors includingContinue reading “Client Study: Medicare D Penalties”
The methods that can be used to milk you or your loved one out of life savings and future financial security truly can be insidious. Just this past week, I received a call from a family seeking help for their father after he shared his Social Security number with his new neighbor on the promise of being included in a mythical real estate investment.