facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insightful Articles and Education
Remain Informed of the Latest Industry Trends

Beyond the Shore: Protecting Your Retirement While Traveling Abroad Thumbnail

Beyond the Shore: Protecting Your Retirement While Traveling Abroad

As a Florida retiree, your golden years are an invitation to explore the world. But before you book that non-refundable flight, consider this: your domestic health insurance, including Medicare, offers little to no coverage outside the U.S. In our latest guide, we break down why international travel insurance is not a luxury, but a vital safeguard for your health and financial future. We cover three crucial areas: medical coverage for emergencies abroad, liability protection, and invaluable travel assistance for unexpected issues. Learn how to protect your peace of mind and your retirement savings, so you can travel the world with confidence.

Read More
Getting Ready for Medicare in Florida Thumbnail

Getting Ready for Medicare in Florida

Ready for Medicare in Florida? Your Smooth Transition Starts Here! Turning 65 in Florida is a big step, and navigating Medicare shouldn't add to your stress! Our latest blog breaks down the confusing world of Medicare into simple terms. Learn about the different parts (A, B, C, D!), key signup dates, and what costs to expect. We even share how Southshore Financial Planning works with trusted Medicare specialists to make sure you pick the best healthcare plan for your retirement life in the Sunshine State. Don't go it alone – get the clear answers and expert help you need!

Read More
What Can a Health Savings Account (HSA) Pay For in Retirement? A Florida Retiree's Guide to Eligible Expenses & Maximizing Your HSA Thumbnail

What Can a Health Savings Account (HSA) Pay For in Retirement? A Florida Retiree's Guide to Eligible Expenses & Maximizing Your HSA

Maximize your retirement savings by understanding your Health Savings Account (HSA). This post details the extensive list of qualified medical expenses Florida retirees can cover with an HSA, including Medicare costs, dental, vision, and even long-term care premiums. Get actionable strategies to optimize your HSA for a financially healthier retirement.

Read More