Egregious Reminder

Medicare Annual Election Period: Begins Tomorrow, Oct 15

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  • Name and zip code only

  • You will receive an email to ask you the information we need to compare

  • We will send you our findings, you can ask anything at all

  • We connect on zoom, cross the finish line. Done.

We Don’t Suggest Changes For Sport

If there is no change required, we will tell you. You need to get something notably more in order for us to suggest a change, it’s our fiduciary responsibility.

The Wide Distance Between Good and Bad

The point here: the difference among outcomes is enormous. The idea that an everyday person, no matter how well-educated, researched etc is still unlikely to uncover the differences. If the difference is $50 a year, that’s fine. Except, it isn’t. Not even close, 10x possible and then double that (because it can be in both directions).

The good.

The bad (and avoidable in this instance)

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Rule #1 of personal finance: Don’t give away free options. Everyone knows this, blatantly disregard when it comes to money matters. Sigh.

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