Blog

Snowbirds and Traveling Seniors: Know Your Insurance Before Hitting the Road! Many folks turning 65 don’t know their options when first enrolling with Medicare.  Unfortunately, with so many plans offered in the market, picking a plan can be quite confusing.  It’s...

In 1984, the Federal Trade Commission (FTC) enforced the provisions of the “Funeral Industry Practices” law, which governs the sale of funeral goods and services in the United States.  Usually referred to as the “Funeral Rule”. The "Funeral Rule" contains a wide array...

Hi Stephanie, I’m a veteran on TriCare and I’m not sure I want to continue to go to the VA hospital for medical coverage. I’m currently 72 years old and I recently went to the Social Security office to apply for Medicare. To my surprise, Social Security told me that I...

Many people don’t like to talk about death, let alone plan for it.   A lack of proper planning is what causes many families to make lifetime mistakes. Why do so many people avoid the topic? Quite simply, they don’t know their options when it comes to buying or...

Dear Stephanie,I travel often, both within the U.S. and abroad. If I have a medical emergency when I’m traveling, will my care be covered by Medicare? I’m worried and don’t want to incur a lot of medical expenses if the need arises. Thanks Tonya, from Tomball TX Hello...

Stephanie from Secure Your Legacy: I was at a local health fair some time ago when I was presented with the opportunity to provide senior citizens on Medicare with a free, genetic cancer screening exam. The San Antonio representative who approached me was proud to say...

Hi Stephanie,   I’m turning 65 in October and I’m being told by my friends that I need to enroll into Medicare or I will get penalized.  Is that true?  I’m currently funding my HSA (Health Savings Account).  I don’t plan to retire until I’m 67. Can you guide me? I’m...

Question: Hi Stephanie, My name is Edwina B.   I'm trying to find out if I can claim medicare under my husband who's 58.  We've been married almost 19 years.  I've never worked, my husband has been the bread winner in the family.  My husband is retired with full...

Planning a funeral, memorial service, or cremation is never easy. However, these tasks remain unavoidable, and we all end up facing them at some point in our lives. For this reason, we will discuss the top three most common mistakes made in the funeral planning...

With every passing day, the rising of the sun will inevitably be accompanied by the deaths of thousands of Americans—many of whom will have departed without leaving behind a plan.  We are not referring to wills or estate plans, however. Instead, we are concerned with...