Navigating Medicare Enrollment and Coverage Strategies
When you’re approaching 65, conversations about Medicare start to pop up everywhere—mailers, emails, HR updates, and well-meaning advice from colleagues, friends and family.
But here’s the thing: Medicare is not a one-size-fits-all system. The choices you make—when to enroll, which plan to pick, how to cover prescriptions—can impact your healthcare costs for decades.
What do I need to know about the “One Big Beautiful Bill Act” Changes and How it Impacts Me
Signed into law in July 2025, the One Big Beautiful Bill Act (OBBBA) is one of the most sweeping tax updates in years. While it touches many areas of the tax code — from mortgage deductions to philanthropy to estate planning.
Here’s the plain-English breakdown of what’s new, what it means, and the strategies that can help you keep your tax benefits while supporting the causes you care about.