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Continue reading →: Why I think Plan G -Medicare Supplement plan -is the “G for GOLD STANDARD”
If you have an option to pay less, but you want to pay more to have less out of pocket costs in the future then I believe that you should have as much of your bills covered as possible for that additional cost. Do you see all those zeros?? That…
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Continue reading →: The Most Expensive Funeral Plan? Not Having One.
Every week, I see families struggling to cover funeral costs. Not because they didn’t love their family member. Not because they weren’t responsible. But because no one ever told them they needed to plan ahead. And now, they’re left scrambling—setting up GoFundMe campaigns, taking out loans, or pulling from savings…
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Continue reading →: Health insurance Plan types
HSA Health Savings accounts are bank accounts that can be invested using untaxed dollars. There is an annual contribution amount set by congress yearly, often more for people 55 and older. You can keep this money saved year after year. You can spend this money at anytime for health related…
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Continue reading →: Heath insurance plan TERMS you should know
Health insurance terms you should know!
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Continue reading →: Why is that we live so much in the future? But regret so much of the past?
While it’s true that there is always something to look forward to in the future. The busy work season, future income, travel adventures, retirement, a new love/friend/confidant… But after losing my Chloe, my pup, my best friend, the love of my life… And watching multiple people close to me go…
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Continue reading →: People love me at dinner parties
I’ve always been the type to add a little humor into everything that I do. Even when I introduce myself “Hi, I’m Miss Katie your insurance lady… I help seniors navigate Medicare and help people anticipate & prefund their funeral costs … It’s riveting stuff, I know.. People love me…
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Continue reading →: A new version of who they once were
What is my definition of romantic?The most adorable thing I have ever seen was the couple that has been together for over 50 years that I helped with their Medicare insurance plans. Originally from the East Coast. They have been together for the majority of their lives. You can tell…
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Continue reading →: Did you hear about the changes to Medicare Prescription drug plans for 2025?
https://www.medicare.gov/about-us/prescription-drug-law You will want to have an agent (LIKE ME!) look over your prescriptions this year. If you don’t have an agent, I would love to help you! I’m sure you have questions, please reach out! When choosing a Medicare plan, you don’t have to go it alone. As a…
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Continue reading →: ‘Honorary Senior ‘┃He nearly fell off the ship when he heard how I ended up the youngest person on board
Sometimes I like to think of myself as an honorary senior. I like BINGO, hot water, black coffee, PINOCHLE… I struggle with technology, I really care about making memories, traveling, and I especially love cruising. I thought the gentleman on the cruise ship was going to fall off of the…








