Wes Chapman was educated in the US, Mexico and Spain, then had a 20-year career in investment banking in Latin America, finishing with 10 years as region director for Oppenheimer in Latin America. He spent the last 20 years in healthcare, focused on patient-centric, value-based care. He started Fortende to address the unmet needs of Medicare beneficiaries including those spending time outside the U.S.
In pulling together the information for this series of blogs, I was struck by the lack of consistent sub-categories of demographic groups of Seniors based on age. Based on my personal observations I believe in the three phases of retirement: Go-Go, Slow-Go, and No-Go years. But I had no way…
Do I need Medicare Part B? No Waiting! It is a question that I get all the time. I’m healthy and living offshore – why should I bother with Medicare Part B? The answer is – it depends on if you ever plan to come back to the US to…
Sorry Virginia, but there is no Medicare Santa Claus Dyno Mite! We’ve all seen the commercials – faded and forgotten football stars and actors, selling access to “cashback in your Social Security check” simply by giving a call to the number on your screen. And then being endlessly bombarded by…
3 Questions About Enrollment Periods And More I get a ton of questions from our clients and friends, and I try to generalize them and answer in a blog post to share as widely as possible. We just finished the speed dating season of the Annual Enrollment Period (AEP) from…
3 Case Studies for Go-Go Retirees The early years of retirement can be the greatest time of your life. For those folks who enjoy good health (physical and financial), it is a time to travel, play, see family and enjoy the fruits of a family and career. And for the…
Many Americans have sought the paradise pastures and laid-back lifestyle of beautiful Mexico. Mexico is home to more than 1 million expats from around the world, including about 750,000 American expats. Who’s blaming them? Expats in Mexico enjoy a land of sunshine, rich cultural traditions, historical heritage, lower living costs,…
If you fail to plan, you are planning to fail -Benjamin Franklin Planning for Medicare – What Stage Are You In? Medicare is a huge benefit program covering over 90 million people (60 million Seniors) and a gross budget over $919 last year. It is a program with multiple parts…
Medicare Part C or Medicare Advantage is a Medicare-sponsored adaptation of health maintenance organizations (HMO) or preferred provider organizations (PPO), regulated and supported by monthly capitation payments from Medicare.
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