Medicare Open Enrollment is starting soon!

If you’re of Medicare age and have Part D coverage, you’re likely receiving a plethora of information in the mail about open enrollment.  This is the time of year, October 15th – December 7th, when you want to compare your current plan to the new offerings available for 2023.  Each year, Medicare premiums, deductibles, and coverages change, which means if you don’t review these, you’ll likely pay more than you need to.

That’s where P&A comes in.  We have two Nebraska SHIP volunteers on our team (Diane and Elizabeth) who are ready to give our clients an unbiased opinion.  They aren’t here to sell you a plan; they’re here to educate you on your choices specific to Nebraska plans.

Importantly, there is no penalty for switching plans during Open Enrollment.

If you are on a Medicare Advantage plan, you can switch to another Advantage plan during this time.  If you are on Original Medicare, you can enroll in an Advantage plan at this time as well. Many changes have happened in the Medicare Advantage area, so we recommend reviewing your options.

As a complimentary service to our clients, Diane and Elizabeth will be in the office to take appointments during Open Enrollment.  If you feel more comfortable with a virtual meeting, we can schedule one of those as well.  During your appointment, we will review your Part D coverage and discuss other options that might work better for you starting in 2023.  We can even enroll you in a new plan during your appointment!

Again, as Nebraska SHIP certified counselors, we can only assist Nebraska residents.  Not a Nebraska resident? Don’t worry, each state has their own SHIP department. We have been very happy with the staff and training we have received here in Nebraska. We are proud to be a part of the team – we can only assume that the same helpfulness is nationwide.

We realize Medicare can be very confusing, so please know that we are here to help you! Please call or email to schedule an appointment with Diane and Elizabeth.

 

Clicking on the links above may result in you leaving the Pittenger & Anderson, Inc. website. The opinions and ideas expressed on these external websites are those of third-party vendors and Pittenger & Anderson, Inc. has not approved or endorsed any of this third-party content. For the full Terms & Conditions of using the Pittenger & Anderson, Inc. website, click on this link.

Pittenger & Anderson, Inc. does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.  Additionally, the information presented here is not intended to be a recommendation to buy or sell any specific security.  To learn more about our firm and investment approach, check out our Form ADV.

To view this article and others like it online, visit the P&A blog at https://pittand.com/blog/.

Click here to download the PDF version of this article.

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Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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