The Medicare Planning Audit: Six Decisions Between 63 and 66
By Dave Allen, CFP® · Managing Partner, Security Financial Management · CRD #1210763Reviewed by Frank Lovaglio, RFC® · CRD #1299700 · Published August 5, 2026 · Last reviewed August 5, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). […]
Why Medicare Planning Isn’t About Medicare — It’s About the Two-Year Lookback
By Frank Lovaglio, RFC® · Managing Partner, Security Financial Management · CRD #1299700Reviewed by Dave Allen, CFP® · CRD #1210763 · August 3, 2026 · Last reviewed August 3, 2026 Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Security Financial […]