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The Aging Workforce Isn’t a Side Issue — It’s a Treasury Imperative

March 23rd, 2026 by Rodney POWELL

Address aging workforce Medicare challenges: Manage rising costs, compliance risks, long-term planning, and more than 10,000 daily eligibles. Financial planning advisors — optimize treasury strategies, reduce liabilities, forecast healthcare spends, …

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5 Roth Conversion Strategies That Minimize IRMAA Risk: A CFO’s Guide to Tax-Efficient Retirement Planning

March 23rd, 2026 by Rodney POWELL

Explore 5 Roth conversion strategies to minimize IRMAA surcharges: Low-income timing, multi-year spreading, pre-lookback execution, deduction leveraging, and bracket filling. Financial planning advisors — boost tax efficiency, reduce retiree costs, …

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3 Strategic Insights for Managing Risk and Protecting Margins

March 23rd, 2026 by Rodney POWELL

Unlock 3 strategic insights for Medicare planning in corporate finance: Manage risks, protect margins, navigate healthcare expenses, and mitigate compliance threats. Financial planning advisors — optimize retiree benefits, reduce costs, …

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Medicare Data Points that Improve Retirement Forecasting Accuracy

March 23rd, 2026 by Rodney POWELL

Enhance retirement forecasting accuracy by incorporating key Medicare data points, including enrollment trends, cost structures, demographic shifts, premium projections, and expense behaviors. Financial planning advisors — refine models, mitigate risks, …

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Medicare Video Guide

Medigap Supplement Plan N

March 11th, 2026 by Rodney POWELL

Medicare Supplement Plan N Made Simple
What is Medicare Supplement Plan N?
Medicare Supplement Plan N (Medigap Plan N) is an affordable solution to help cover costs that Original Medicare (Parts A …

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Medicare Video Guide

High Deductible Plan G

March 11th, 2026 by Rodney POWELL

How Does High Deductible Plan G Work ?
High Deductible Plan G (HDG) is a Medicare Supplement plan that offers the same coverage as the standard Plan G but with one …

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Medicare Video Guide

Medigap Supplement Plan G

March 11th, 2026 by Rodney POWELL

What Is Medicare Supplement Plan G?
Navigating Medicare options?  You might have heard of Medicare Supplement Plan G, also known as Medigap Plan G.  It’s a popular choice for those looking …

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Medicare Video Guide

Medigap Plans

March 11th, 2026 by Rodney POWELL

What is a Medicare Supplement?
A Medicare Supplement, often called Medigap, is designed to cover healthcare costs that Original Medicare (Part A and Part B) doesn’t fully pay for.  While Original …

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Does Medicare Cover Hearing Aids

Hearing Plans

March 11th, 2026 by Rodney POWELL

Does Medicare Cover Hearing Aids?
Direct answer: No. Original Medicare (Part A and Part B) does not cover hearing aids, hearing aid fittings, or routine hearing exams. This exclusion has been …

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Does Medicare Part B Cover

Vision Plans

March 11th, 2026 by Rodney POWELL

Does Medicare Part B Pay for Eye Exams?
Direct answer: No, not for routine vision care. Medicare Part B does not cover eye exams for the purpose of prescribing eyeglasses or …

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