The Medicare Timeline Checklist
- A Month-by-Month Medicare Planning Guide -
Use this checklist to understand what to do—and when—as you approach Medicare eligibility. From six months before turning 65 through enrollment and the years that follow, it provides a clear timeline to help you stay organized, avoid coverage gaps, and know which decisions need your attention along the way.
The Medicare Second-Look Checklist
A practical checklist designed to help you review a parent’s current Medicare coverage while also preparing for your own Medicare future. It covers key considerations including plan fit, prescriptions, provider networks, enrollment timing, IRMAA, and important income and coverage decisions.
Top 10 Things About Medicare That Can Hurt You
A practical guide highlighting 10 Medicare rules and decisions that can have a significant impact on your coverage and costs. Learn about enrollment deadlines, potential penalties, income-based premiums, coverage gaps, plan comparisons, and why reviewing your Medicare choices each year matters.
Five Financial Questions for Women
Before the webinar, take this five-question self-assessment and discover whether there are gaps in your financial picture that may be more important than you think.
What’s Your Money Story?
The Five Questions helped you see the pattern. This guide helps you look underneath it and understand the money story that may be shaping your financial life.
Living Life on Your Terms: A Guide to Lifestyle Financial Flexibility
Ready to live life on your own terms? Create a financial life that reflects your values, supports your goals, and gives you the freedom to enjoy the journey along the way.
Budgeting and Cash Flow Toolkit for Self-Reliant Women
Take the stress out of budgeting and gain more confidence with a practical guide that helps you align your spending, savings, and financial goals with the life you want to live.
The Calm Decision Map for Layoff Situations
A layoff can create uncertainty, but it doesn't have to create panic. Learn how to navigate the months ahead with a clear, step-by-step framework for thoughtful financial decisions.
4 Steps For Self-Reliant Women To Feel Confident About Their Financial Life
If you've built a successful life but still wonder whether your finances are as organized and intentional as they could be, download this practical guide to discover four steps that can help you gain clarity, confidence, and control over your financial future.