Health & Wealth Advisors

Health & Wealth Advisors Advisory services offered through, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Lincolninvestment.com. Health & Wealth Advisors Inc.

Compassionate and knowledgeable professionals helping people through every aspect of their life with Medical, Long Term Care and Life Insurance and Investment Planning. Securities offered through Lincoln Investment, Broker/Dealer Member FINRA/SIPC www. and the above firms are independent and non-affiliated. Insurance services are not offered through, or supervised by, the Lincoln Investment Companies.

📚 New on Our Blog: When Should You Sign Up for Medicare?If you’re approaching age 65, one of the biggest questions you m...
08/29/2026

📚 New on Our Blog: When Should You Sign Up for Medicare?
If you’re approaching age 65, one of the biggest questions you may have is: When do I actually need to enroll in Medicare?
The answer can depend on your individual situation, including whether you’re already receiving Social Security benefits, still working, or covered through an employer-sponsored health plan.
Our newest educational blog explains:
✔️ The Medicare Initial Enrollment Period
✔️ What happens if you’re still working at 65
✔️ Special Enrollment Periods
✔️ The General Enrollment Period
✔️ Why planning ahead can make the transition easier
At Health & Wealth Advisors, we believe understanding your timeline before making decisions can help Medicare feel much more manageable.
📖 Read the full blog here: https://bit.ly/4y8Oeqy

Questions to Ask Yourself Before Reviewing Your Medicare Coverage:✔️ Have your healthcare needs changed this year?✔️ Are...
08/27/2026

Questions to Ask Yourself Before Reviewing Your Medicare Coverage:
✔️ Have your healthcare needs changed this year?
✔️ Are you taking any new prescription medications?
✔️ Have your preferred doctors or specialists changed?
✔️ Are you satisfied with your current coverage?
Reviewing these questions periodically can help you stay informed and prepared as your healthcare needs evolve.

Taking a proactive approach to your health starts with understanding your benefits.Medicare may include access to wellne...
08/20/2026

Taking a proactive approach to your health starts with understanding your benefits.
Medicare may include access to wellness visits, screenings, and other preventive services designed to support your health as you age.
Knowing what may be available can help you feel more prepared and confident when managing your care.

✨Team Member Spotlight: Rosalba Fiorillo✨ Rosalba is passionate about helping individuals and families understand their ...
08/13/2026

✨Team Member Spotlight: Rosalba Fiorillo✨
Rosalba is passionate about helping individuals and families understand their Medicare options and making what can feel like a complicated process much easier to navigate.
Thank you, Sharon, for recognizing Rosalba's dedication and for taking the time to share your experience. Your recommendation means so much to our team!

Healthcare needs change.Prescription needs change.Plans change.That's why reviewing coverage periodically can be an impo...
08/07/2026

Healthcare needs change.
Prescription needs change.
Plans change.
That's why reviewing coverage periodically can be an important part of staying informed and making sure your plan continues to meet your needs.

Summer is a great time to stay active, enjoy time outside, and keep up with simple habits that support your overall heal...
07/31/2026

Summer is a great time to stay active, enjoy time outside, and keep up with simple habits that support your overall health.
For many older adults, small steps like staying hydrated, scheduling routine checkups, and keeping track of medications can make a meaningful difference.
Healthy aging starts with everyday choices.

Many people assume Medicare enrollment happens automatically, but that is not always the case. Your enrollment timeline ...
07/24/2026

Many people assume Medicare enrollment happens automatically, but that is not always the case. Your enrollment timeline can depend on your situation, including whether you are already receiving certain benefits or still working with employer coverage.
Understanding when and how to enroll can help you avoid unnecessary stress, coverage delays, or potential penalties.
A little preparation now can make the transition into Medicare feel much smoother.

📚 New on Our Blog: Medicare Part A, Part B, Part C & Part D: What's the Difference?Understanding Medicare starts with un...
07/23/2026

📚 New on Our Blog: Medicare Part A, Part B, Part C & Part D: What's the Difference?
Understanding Medicare starts with understanding what each part covers.
If you've ever wondered what Medicare Part A, Part B, Part C, and Part D actually mean, you're not alone. Our newest educational blog breaks down each part in a clear, easy-to-understand way and explains how they work together as you begin exploring your Medicare options.
In this article, you'll learn about:
✔️ Medicare Part A (Hospital Coverage)
✔️ Medicare Part B (Medical Coverage)
✔️ Medicare Part C (Medicare Advantage)
✔️ Medicare Part D (Prescription Drug Coverage)
✔️ Original Medicare vs. Medicare Advantage
✔️ Questions to consider as you compare your options
At Health & Wealth Advisors, we believe education comes before plan selection. Our goal is to help individuals and families feel informed and confident as they navigate Medicare.
📖 Read the full blog here: https://bit.ly/4yxpFER

We love being part of the Spencerport community and helping individuals and families navigate important healthcare decis...
07/17/2026

We love being part of the Spencerport community and helping individuals and families navigate important healthcare decisions.
Whether someone is new to Medicare or simply looking to better understand their options, education is always where the conversation begins.

Myth: Medicare covers long-term care.Fact: Medicare may cover certain short-term skilled nursing services, but it genera...
07/10/2026

Myth: Medicare covers long-term care.
Fact: Medicare may cover certain short-term skilled nursing services, but it generally does not cover long-term custodial care.
Understanding common misconceptions can help people plan more effectively for the future.

Address

24 West Avenue #201
Spencerport, NY
14559

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Telephone

+15853493337

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