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Simplifying insurance starts with having the resources you need all in one place.

Free Medicare Checklists

Medicare Annual Enrollment Period (AEP): Your Medicare Review Checklist

Reviewing your Medicare coverage this fall? This checklist covers the key AEP dates, which review you need (Medicare Advantage or Medigap), a 6-step review, what you can change during AEP, Medicare’s 2027 Part D and Medicare Advantage limits, and what to bring to your review.

Turning 65? Your Medicare Checklist

Turning 65 comes with a stack of Medicare mail, calls, and deadlines. This checklist covers your enrollment window, a month-by-month countdown, what to know if you’re still working or have an HSA, deadlines that can cost you, and a side-by-side look at your two main paths.

Official Medicare Resources

Medicare & You Handbook

The official U.S. government Medicare handbook (Medicare.gov).

Medicare.gov

Compare plans and learn about your coverage options.

Social Security

Sign up for Medicare Parts A and B.

SHIP (State Health Insurance Assistance Program)

Free, unbiased Medicare counseling in your state.

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My goal is simple: give individuals and families the same expert guidance I’d give my own family.

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