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Medicare Open Enrollment 101



What you will learn:

  • Medicare Open Enrollment timelines
  • The difference between Original Medicare and Medicare Advantage
  • How Medicare drug plans work
  • How personal preference, risk tolerance, and other factors impact available plans and the cost of coverage

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.


Medicare 101: A Guide to Understanding Your Benefits

Medicare impacts millions of seniors every year, but few people understand how it works. In this guide, we will cover the basics of Medicare, the various coverage components, and the important considerations for Medicare enrollment, so you can make the best decision for your situation.

Fill out the form below to download the Medicare Guide.

This free 17-page PDF gives an overview of Medicare, answering questions like:

  • What is Medicare?
  • How is Medicare paid for?
  • When do I enroll in Medicare?
  • What is NOT covered by Medicare?
  • What are the different parts of Medicare?
  • And more!

Fill out the form to have a copy of the Medicare Guide delivered to your inbox.

2023 Year-End: 5 Financial Planning Reminders

With 2023 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.


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Economic & Market Review: Q3 2023 [Webinar Summary]

Presenters: Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, RICP®

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A Guide to Alternative Investments and Their Place in Your Portfolio

One of the biggest choices investors face is deciding which assets they should own in their portfolio. It’s well understood that simply saving and holding cash won’t cut it when saving for retirement and for years, the generally accepted rule has been that investors can utilize stocks as the growth...

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Qualifying for health Insurance tax subsidies in retirement

One of the challenges of an early retirement includes the need to budget for increased health insurance expenses prior to the onset of Medicare at age 65. During our working years, health insurance is typically provided at no cost by our employer or at a significantly reduced cost with employer...

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The Stock Market Doesn’t Always Make Sense: Here’s Why

The stock market is often erratic in the way it moves, contrary to what many people think will happen or how the market should react. Oftentimes when the market doesn’t make sense, it is right anyways. It’s easy to think of the stock market and the economy as intertwined, but that is not always the...

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