Retirement and Healthcare

As we begin breathing again after completing an incredibly busy 2021 Medicare Open Enrollment season, we’ve begun to reflect on what we learned, how to improve our processes, and on the trends we have observed and anticipate continuing. For starters (and this is something we began noticing in the fall of last year), many people… Read on…

Two Portals Worth Knowing About

I thoroughly enjoy mentoring young professionals. When I do, I emphasize the power of networking and suggest they identify approaches for staying in touch with fabulous people they meet along the way. This newsletter, Healthassist News, is an example of that. I send it to friends, family, and professional colleagues I have met throughout… Read on…

Managing Along the Health Continuum

We have many older adult clients (defined as those over the age of 80) who began working with us 10-15 years ago. At this point, we have taught them and their family members to pay close attention to subtle changes in health status and to notify us immediately so that we can take quick and… Read on…