Webinar: Preparing for Medicare Eligibility & Understanding Your Options
When: On-Demand
A Bit About Me
Hello, my name is Marisol! I am an avid tennis player and enjoy fierce competition. I am originally from the vibrant city of New Orleans, Louisiana. My passion for tennis has not only been a thrilling pursuit but has also instilled a strong sense of discipline, resilience, and a commitment to excellence. Along with tennis, I like to stay active by running or hiking one of the many beautiful mountains we have here in Georgia. As a dedicated mother of two amazing sons, family is at the heart of everything I do. I understand the importance of having reliable and comprehensive health coverage to ensure the well-being of you and your loved ones. With over 15 years of experience in customer service, I am committed to helping you find health insurance that works best for you! My goal is to ensure a smooth and seamless transition into Medicare, making the process as easy and stress-free as possible. Thank you for trusting me with your Medicare needs. I look forward to serving you and your family with the highest level of care and expertise.
Helpful tools and resources:
Maximizing Your Lifetime Retirement Income
We are excited to share that we have partnered with a top-tier financial advisor to help ensure that your retirement dreams are sustainable and stress-free. With his expert guidance, you can have peace of mind knowing that your financial future is secure.
As part of this partnership, we are offering a free second look at your retirement plans. This is a great opportunity to fine-tune your strategy and make sure you're on the right track.
Don't miss out—schedule your appointment today with Clay Tucker!
Not ready to speak with an advisor? No problem! Explore our free educational portal, where you can access a wealth of learning materials and enjoy unlimited consultations with our financial coaches.
Topics available include:
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Budgeting
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Managing Credit Card Debt
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Buying, Renting, or Selling Property
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Continuing Education
Medicare Tips:
What you need to know
What you need to know about HSA's and Medicare.
Understanding the relationship between an HSA (Health Savings Account) and Medicare is essential for navigating healthcare options effectively. If you have an HSA and become eligible for Medicare, there are important considerations regarding contributions, withdrawals, and tax implications. While you can no longer contribute to your HSA once enrolled in Medicare, you can continue to use funds already saved for qualified medical expenses. I can help you understand how to manage your HSA alongside Medicare to maximize your healthcare savings and benefits.
