Dylan O'Shea

What drives our Quorum?

You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.

Medicare FAQs

Dylan O’Shea reached out to Cole Craven, Co-Founder of Move Health, to answer all of your most pressing Medicare-related questions.

If you’re turning 65, watch this

Older Americans get bombarded with Medicare-related promotional material—some of it fully legitimate. But the inherent complexity can make it harder to spot a scam.

Watch this before you FIRE

These days, it feels like everyone wants FIRE (financial independence, retire early). But one of the big roadblocks to the plan? Healthcare!

Explain Medicare to me

Whether you’re talking about Part A, Plan G, the IEP or Plan D penalties… there’s a lot of confusing lingo and jargon involved in Medicare. We decode it.

Tips to pay for healthcare in retirement

Aside from housing, healthcare is the biggest cost for most retirees. That can make budgeting for healthcare a particularly tricky part of retirement planning.

Medicare, explained

What is Medicare? Medicare is federally funded health insurance for people older than 65, though younger people may qualify if they have a disability or certain specific diagnoses. To qualify,

Healthcare is one of the biggest and most unpredictable costs in retirement, making Medicare a critical part of planning for your future.

Health insurance when you retire early

When we talk to clients considering early retirement, the first question they ask is almost always: Can I afford to do this and what does it look like? The second

For clients looking to retire early, one of the first questions they ask tends to be: What will I do for health insurance? There are a few options to consider.