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Medicare
Turning 65: Start Here
Your first steps for Medicare, Social Security and taxes, in the order to take them.
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Medicare resources
Enrollment, Medigap vs. Medicare Advantage, and how income affects premiums.
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- Read the guideMedicare, made clear.Medicare is divided into parts. Here’s how they fit together, when to enroll, and how your choices connect to your taxes.Medicare guide →
- Keep it handyTurning 65: Start HereYour first steps for Medicare, Social Security and taxes, in the order to take them.Get this free PDF ↓
Medicare checklists and worksheets
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Medicare
Turning 65 checklist
Every deadline and decision for the year you turn 65, on one page.
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Medicare
Medicare enrollment dates cheat sheet
Every enrollment window and penalty to know.
Medicare articles
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MedicareA Plain-English Medicare Open Enrollment ChecklistMedicare open enrollment runs each fall. Here is a simple checklist of what to review so your plan still fits your health, your budget and your taxes.
Mary Garza3 min readRead →
Mary Garza3 min readRead →
MedicareMedicare Advantage vs. MedigapTurning 65 means choosing between Medicare Advantage and Original Medicare with a Medigap plan. Here is how they differ and what to ask first.Mary Garza3 min readRead →
Mary Garza3 min readRead →Common questions
Medicare questions we hear most
Do I need to know anything about Medicare first?
No. We start with the basics. If you’d like a head start, read our Medicare guide.
Questions about Medicare?Book a consultation with Mary.