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What to Consider with Employer-Sponsored Benefits
Make sure you are getting the most out of your employer.

Derick Coffey
Jan 1, 20241 min read
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Should You Use the Health Insurance Marketplace if You Retire Early?
Retiring before age 65 is perfectly fine, just make sure you have the proper Health Insurance coverage before handing in your notice.

Derick Coffey
Jan 1, 20241 min read
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Can You Make a Deductible Contribution to Your HSA?
An HSA can be a good addition to your plan, but you must be eligible. This flowchart can help you determine your eligibilty.

Derick Coffey
Jan 1, 20241 min read
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How will Your Healthcare Change as You Transition to Retirement?
Depending on when you retire, your healthcare situation may change. Ust this flowchart to guide your through the transition.

Derick Coffey
Jan 1, 20241 min read
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Will You be Automatically Enrolled in Medicare?
Enrollment in Medicare is not always guaranteed. This flowchart can help you determine if you will be automatically enrolled.

Derick Coffey
Jan 1, 20241 min read
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Could You be Subject to Medicare Enrollment Penalties?
Do not miss your enrollment deadline. If you do, you could be subject to penalties for the rest of your life.

Derick Coffey
Jan 1, 20241 min read
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What Should You Consider when Reviewing Your Life and Health Insurance Policies?
Protect yourself from medical emergencies and untimely death. Use this checklist to make sure you are covered appropriately.

Derick Coffey
Jan 1, 20241 min read
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Should You Change Your Medicare Coverage During Open Enrollment?
Changing Medicare coverage can make sense for some people. This flowchart can help you determine if you are one of them.

Derick Coffey
Jan 1, 20241 min read
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Important Dates for 2025
There are important financial dates that occur throughout the year, that you do not want to miss. Use this list a resource to stay on track.

Derick Coffey
Jan 1, 20241 min read
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Are You Eligible for Medicare Part A & Part B?
There are instances where you may not be eligible for Medicare Part A &B. Use this flowchart as a guide to determine your eligibility.

Derick Coffey
Jan 1, 20241 min read
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