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Dr. Katy advised that the most crucial step regarding the Medicare annual notice of change is to read it and not ignore it.” In Robert Powell’s MarketWatch article

Story by Robert Powell September 26, 2023 By September 30, nearly 55 million Medicare beneficiaries enrolled in Part D prescription drug plans and all types of Medicare Advantage plans will have an Annual Notice of Change (ANOC) in their mailbox. The ANOC outlines the details of your 2023 plan and

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Dr. Katy cautions retirees about purchasing dental insurance.

Dental Insurance for Retirees Isn’t a Great Deal. Consider Self-Insuring.

Christina Povenmire is semi-retired from her financial planning practice and going on Medicare. She is buying a supplemental plan that will pay virtually all costs that Medicare doesn’t pay. But she won’t buy any insurance to cover dental costs.

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Dr. Katy tells how to keep healthcare costs from blowing up a financial plan

By Karen Demasters, May 3, 2023 How do you, as an advisor, keep healthcare costs from wrecking your clients’ financial plans? The short answer to that question is to be prepared and warn the client of any pending problems ahead of time, according to Katy Votava, founder and president of

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