Medicare Resources

Helping you with important decision-making

In a recent survey, nearly 60% of respondents said that the process of selecting and enrolling in a Medicare plan was overwhelming. On top of that, almost 70% of Medicare beneficiaries said they found their Medicare coverage confusing and difficult to understand.

The open enrollment period for Medicare is coming up, and we want to help you get the most from your Medicare coverage.

Undivided Wealth hosted a Medicare Seminar webinar with Kim Rubenstein, Director of Financial Planning, and Karl Steinlage of Steinlage Insurance Agency on August 29, 2024.

Karl reviewed what you need to know to minimize the stress and confusion that often comes with enrolling in Medicare.

Specifically, he discussed:

  • The differences between open enrollment & initial enrollment periods

  • When to update your Medicare coverage & how to do it

  • How to determine if you need Medigap coverage

  • Ways to save money on Medicare coverage without changing the way you receive care

Avoiding Medicare Mistakes in Retirement

PowerPoint Slides
from August 2024 Webinar

Medicare Webinar

August 29, 2024 “live” webinar with Kim Rubenstein, CFP®, Undivided Wealth Management’s
Director of Financial Planning and Karl Steinlage of Steinlage Insurance Agency.