Contact Us: (504) 339-8762 | Donna@fisadvisor.com

  • Follow
  • Follow
  • Follow
  • Our Services
  • About
    • About Donna
    • Our Reviews
    • Our Mission
    • Our Process
    • Our Philosophy
  • Resources
    • In The News
    • FAQs About Money in Retirement
    • Frequently Used Terms
    • Videos
  • BLOGS
    • Donna’s BLOG
    • IRA BLOG
    • Weekly Newsletter
    • Weekly Market Commentary
  • Workshop Schedule
  • Schedule a Meeting
Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Aug 21, 2026

Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review

Aug 21, 2026

Choosing Medicare coverage is an important decision—but it is not necessarily a one-time decision. The coverage that worked well when you first enrolled may not continue to fit as your health, prescriptions, finances or lifestyle change. Unfortunately, many people...
Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?

Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?

Aug 16, 2026

When most people think about Medicare, they think about coverage for doctor visits, hospital stays, prescriptions, and medical treatment. But Medicare also provides access to a wide range of preventive services designed to help beneficiaries stay healthier and...
Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?

Medicare Preventive Care: The Benefits You’ve Already Paid For—Are You Using Them?

Aug 10, 2026

When most people think about Medicare, they focus on health insurance coverage for doctor visits, hospital stays, and prescription medications. What often gets overlooked is one of Medicare’s most valuable features: preventive care. Original Medicare covers a...
Don’t Miss These Medicare Benefits: Preventive Services That Can Help You Stay Healthier in 2026

Don’t Miss These Medicare Benefits: Preventive Services That Can Help You Stay Healthier in 2026

Jul 31, 2026

Growing older doesn’t mean slowing down—it means being proactive about your health. One of the most valuable, yet often overlooked, advantages of Medicare is the wide range of preventive services designed to help detect health concerns early, prevent illness,...
Why Every Medicare Beneficiary Should Take Advantage of Their Annual Wellness Visit

Why Every Medicare Beneficiary Should Take Advantage of Their Annual Wellness Visit

Jul 20, 2026

When most people hear the words “annual checkup,” they assume they’re talking about a physical exam. Under Medicare, however, there’s an important difference between an Annual Wellness Visit and a routine physical—and understanding that...
« Older Entries

Recent Posts

  • Weekly Market Commentary
  • Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review
  • Medicare Isn’t “Set It and Forget It”: 7 Life Changes That Should Trigger a Coverage Review
  • Inherited Roth IRAs and Contributions: today’s Slott Report Mailbag
  • Your Retirement Plan May Look Complete—But Is It Truly Connected?
  • Roth Distribution Rules: IRAs vs. Plans
  • IRS Issues Guidance on Trump Account Employer Contributions
  • Medicare Preventive Benefits: Are You Taking Advantage of What Medicare Covers?
  • Weekly Market Commentary
  • The Human Advantage: Why Financial Advice Matters More in the Age of AI
office map

Follow Us

  • Follow
  • Follow
  • Follow
Privacy Policy
Terms of Use

© 2022- Financial Investment Services

Contact Us

OFFICE ADDRESS

 2955 Ridgelake Dr, #104
Metairie, LA 70002

 Office: 504-832-8762

 Cell: (504) 339-8762

Donna@fisadvisor.com

The Information presented here is for informational purposes Only. It is not intended for legal, tax or investment advice. Financial products vary by state of resident, age, and product chosen. Some financial products such as annuities can carry surrender charges or restrictions to access your funds. Some annuity products carry a fee when applying an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Please read over all insurance contracts and disclosures carefully before making any purchase decisions. Rates and Returns presents are subject to change without notice.

Powered by Custom Website For You

Copyright 2022- |  All Rights Reserved