A September Letter to Clients: Making Sense of Your Healthcare Options in Retirement

Sep 3, 2026 / By Charles Sherry, MSc
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Medicare’s annual enrollment window opens October 15, and most clients will let it pass without a second look. With this month’s client letter, walk clients through the parts of Medicare, Medigap versus Medicare Advantage, long-term care, and HSA strategy, and give them a reason to review their coverage before the December 7 deadline.

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