Medicare Made Simple – Caroline Raker’s Friendly Guide

Medicare Made Simple – Caroline Raker’s Friendly Guide

Medicare Made Simple – Caroline Raker’s Friendly GuideCaroline Raker
Published on: 12/11/2025

Confused about Medicare? Follow Maya’s story for a clear, friendly explanation of the four parts, common pitfalls, and what to do before turning 65.

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Retirement Plans: Why Big Companies Should Offer Them

Retirement Plans: Why Big Companies Should Offer Them

Retirement Plans: Why Big Companies Should Offer ThemCaroline Raker
Published on: 12/04/2025

Learn why retirement plans matter, how big companies can maximize them, and the simple steps that make these benefits truly work for employees.

retirement
Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent Fiduciary

Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent Fiduciary

Simplifying Your Employee Benefit Plan RFP Process with an ERISA Independent FiduciaryCaroline Raker
Published on: 11/28/2025

Managing an employee benefit plan is a significant responsibility for any business owner. Beyond ensuring your employees receive valuable benefits, you must also comply with ERISA regulations, monitor fees, and choose service providers wisely. One of the most critical aspects of this process is the Request for Proposal (RFP)—a formal way to evaluate potential service providers for your plan.

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The Hidden Risk of Short-Term Health Insurance

The Hidden Risk of Short-Term Health Insurance

The Hidden Risk of Short-Term Health InsuranceCaroline Raker
Published on: 11/24/2025

Short-term health insurance plans are often marketed as affordable, flexible solutions for people who need temporary coverage. They can seem like a great option during job transitions, gaps between employer plans, or other periods of uncertainty.

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