The course materials shelf.
Guides, lessons and tools we hand to clients every week, free to everyone. Take what helps; ask when something raises a question.
The Medicare Syllabus
Our flagship plain-English guide for first-timers: the four parts, the 2026 numbers, the enrollment calendar and the decision framework, in one readable PDF.
Get it free7 Costly Medicare Mistakes
The errors we untangle most often, from the COBRA trap to the set-and-forget plan, and exactly how to avoid each one.
Get it freeThe blog
Fresh lessons through the year: plan comparisons, 2026 cost updates, enrollment reminders and Florida-specific guidance.
Browse lessonsThe 25-question FAQ
Every question a first class asks, answered in two to four sentences each. Bookmark it for the family group chat.
Read the FAQTwo bonus tools beyond Medicare.
Free Last Will and Testament Kit
A plain-language starter kit for getting your wishes on paper, offered free through our parent brand. Not legal advice, but a strong first step to bring to your attorney.
Request the Will KitInflation Survival Guide
Practical moves for protecting retirement dollars when prices climb, from the Insurance Made Simple resource shelf.
Request the guidePrefer answers over PDFs?
Every guide on this shelf is a conversation starter. Have the conversation instead; it is just as free.
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