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Medicare Enrollment

Medicare Health Insurance Card

Episode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George

September 4, 2026 by Bautis Financial

Missing a Medicare deadline can have consequences that last a lifetime. Understanding when to enroll, what coverage you need and how your options can change over time is essential to avoiding costly mistakes.

Read moreEpisode 307 – Medicare Explained: How to Navigate Your Coverage Options With Ryan George
Fall Investment Deadlines

Fall 2025 Key Planning and Investment Deadlines

October 3, 2025 by Bautis Financial

Stay ahead in Fall 2025 with our guide to key financial deadlines, tax dates, market closures, and enrollment periods. Download our postcard and plan your year with confidence!

Read moreFall 2025 Key Planning and Investment Deadlines
Avoiding Medicare Surprises: 6 Caveats Every Retiree Should Know

Avoiding Medicare Surprises: 6 Caveats Every Retiree Should Know

August 12, 2025 by Bautis Financial

Turning 65 or planning to leave employer health coverage? Discover six common Medicare mistakes – from missed deadlines to surprise costs – and how to avoid them for a smoother transition into retirement healthcare.

Read moreAvoiding Medicare Surprises: 6 Caveats Every Retiree Should Know
2025 Calendar

Winter 2025 Key Planning and Investment Deadlines

January 2, 2025 by Bautis Financial

Stay ahead in Winter 2025 with our guide to key financial deadlines, tax dates, market closures, and enrollment periods. Download our postcard and plan your year with confidence!

Read moreWinter 2025 Key Planning and Investment Deadlines
Winter 2024 Key Planning and Investment Deadlines

Winter 2024 Key Planning and Investment Deadlines

January 2, 2024 by Bautis Financial

Make note of these key dates in the first quarter of 2024 — including tax deadlines, Medicare enrollment periods, and more.

Read moreWinter 2024 Key Planning and Investment Deadlines
Should You Change Your Medicare Coverage During Open Enrollment?

Financial Planning Checklist: Should I Change My Medicare Coverage?

October 19, 2023 by Marc Bautis

If you're considering changing your Medicare coverage, now is the time — open enrollment has just begun. This step-by-step flowchart will assist you in evaluating your coverage options, ensuring you get the care you need.

Read moreFinancial Planning Checklist: Should I Change My Medicare Coverage?
Do You Need to Sign Up for Medicare at 65 If You’re Still Working?

Do You Need to Sign Up for Medicare at 65 If You’re Still Working?

August 2, 2023 by Bautis Financial

The retirement landscape has transformed in recent years, with many Baby Boomers continuing to work into their late 60s or 70s. This new normal has left them wondering when they need to sign up for Medicare, especially if their health insurance is covered by their employer. Here's what you need to know.

Read moreDo You Need to Sign Up for Medicare at 65 If You’re Still Working?
Medicare Questions and Answers

11 Answers to the Most Important Medicare Questions

January 19, 2023 by Bautis Financial

Medicare is a complex program that can, at times, be confusing. Here, you'll find concrete answers to some of the most frequently asked questions we receive about Medicare.

Read more11 Answers to the Most Important Medicare Questions
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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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