Medicare_Annual_Enrollment_Checklist_Website_1275x1650.png

Medicare Annual Enrollment Period

Download free Medicare handouts from Medicare Mondays with Maria. Explore enrollment checklists, key deadlines, coverage options, and helpful planning tips.

 
 

Free Medicare handouts, ready when you are

Five one-page guides to help you prepare for the Annual Enrollment Period, October 15 to December 7. Plain English, no jargon, and all from Maria's desk.

 
 

Maria Prescod

Our Medicare and Social Security specialist. Watch her answer one question every Monday in Medicare Mondays with Maria.

 

Browse the handouts below:

 
HSA vs FSA

HSA vs. FSA: What's the difference?

See how Health Savings Accounts and Flexible Spending Accounts compare, and which one may fit your situation as you approach Medicare.

5 questions to ask

5 Questions to Ask During Open Enrollment

Bring these questions to any plan review so you can check doctors, prescriptions, and costs with confidence.

Medicare Deadlines

Medicare Deadlines at a Glance

The key enrollment dates on one page, so nothing slips by. Keep it on the fridge.

Medicare Annual Enrollment

Medicare Annual Enrollment Checklist

A step-by-step list to review your coverage, compare options, and make changes before the deadline.

Health & Wealth

Understand how your health coverage decisions connect to your retirement income and long-term financial plan.

 

Want to talk it through with Maria?

 

Join one of our two free in-person workshops,
or book a one-on-one consultation.