Insurance Planning

Filter by Category

Filter by Category

Reviewing Your Insurance Coverage: When and Why It Matters

Insurance plays an important role in protecting your financial life, but it’s easy for coverage to go years without a thorough review.

Medicare Transition Checklist: Moving From Your Current Health Insurance Coverage to Medicare

Medicare Enrollment 2026: When to Enroll, What to Choose, and Mistakes to Avoid

Turning 65 and enrolling in Medicare for the first time can feel overwhelming. Between multiple coverage options, enrollment deadlines, and potential penalties, many people aren’t sure where to start.

Medicare Open Enrollment and Health Savings Accounts: Important to Know

If you are approaching Medicare eligibility, enrolling in Medicare for the first time, or reviewing your coverage during Medicare Open Enrollment (October 15–December 7), it’s important to understand how Medicare may affect your ability to contribute to a Health Savings Account (HSA) and the tax advantages it provides.

AI-Powered Medicare Enrollment Scams: A New Threat for Older Americans

As artificial intelligence (AI) becomes more sophisticated, it is transforming not only how we work and communicate, but also how criminals target vulnerable populations

Time for a Change? Medicare Open Enrollment

Many people with Medicare think that once they enroll and choose their coverage, they’re set for life. But, just like you, your Medicare coverage needs a checkup every so often.

Umbrella Insurance: An Important Layer of Wealth Protection

As your wealth has grown, has your liability protection kept pace?

Planning to Travel? Consider Travel Insurance

The destination has been determined and the plans have been made. Passports are in hand, the hotel is booked, the flights purchased, and the bags are out and are ready to be packed. You have carefully thought about and planned for every detail of this trip, and you are ready to go.

Looking Ahead to the 2026 Healthcare Landscape

What the OBBBA could mean for your healthcare and retirement planning.

How to Determine If You Need Life Insurance

I am most thankful for my health and the good health of my loved ones. But, good news aside, I’ve been thinking a lot about the end of life recently. No, I’m not depressed or terminally ill. Just like you, I plan to live well beyond my life expectancy. Perhaps this heightened awareness of the...

Subscribe Now

By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.

Insurance Planning

Subscribe Now

Subscribe Now

Speak with an Advisor