Medicare Open Enrollment for Existing Enrollees
October 15 - December 7

Medicare Open Enrollment is on the horizon, and so is a flood of TV commercials informing you about Medicare Advantage options. However, Medicare Advantage commercials do not inform you about all of your Medicare options or key details you need to be aware of to avoid costly coverage gaps and penalties.

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Typical Client Experience
Female small business owner
Jasmine, a business owner, wanted to know the pros and cons of the various retirement savings options for business owners. The comparison I presented helped her make an informed decision to choose the plan that maximized her savings.
Female small business owner
Denise wanted to understand how best she could withdraw from her retirement accounts during the years of her retirement. I analyzed her retirement income sources and shared a proposal that decreased the likelihood that she'd run out of funds during retirement.
Family pictured outside new home
Robert and Emma wanted a to know how best to claim Social Security benefits. Considering worker, spousal and survivor benefits, I wrote a financial plan that helped them get the most from Social Security over their lifetime.
Family pictured outside new home
The Clarks wanted a plan that addressed helping to pay for college and securing their retirement. The financial plan I wrote, helped them to clearly see how tuition payments play into their overall retirement savings strategy.
​For more client experiences, see our dedicated page for client success briefs by clicking here.
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Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and Mabery Consulting, LLC is a Fee-Only Investment Advisor registered with the District of Columbia, Maryland and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
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