Green Bee Insurance

Green Bee Insurance Green Bee Insurance provides comprehensive insurance solutions for individuals and families who are preparing for the transition to Medicare and retirement.

At Green Bee Insurance, helping you achieve your vision for retirement is our number one goal. We offer the Fort Lauderdale area financial planning services that work closely with you to assess your retirement strategy and help provide solutions tailored to your needs. Green Bee Insurance is proud of offering independent financial planning professionals to the Fort Lauderdale area. Being independe

nt allows us access to a diverse set of products and solutions from a wide range of insurance companies.

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, wit...
05/26/2026

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

When people think about retirement planning, the big question is usually: “How much money do I need?” But the truth is, ...
05/12/2026

When people think about retirement planning, the big question is usually: “How much money do I need?” But the truth is, the *flexibility* of your retirement income plan can be just as important as the number itself.

Markets change. Expenses shift. Retirement can last decades. A rigid plan can create unnecessary stress — but a flexible one can help your money last longer while still supporting the lifestyle you want.

Here are a few concepts I often talk through with clients:

• **Adaptability matters.** A good plan adjusts as life unfolds — not just to markets, but to health care costs, inflation, and longevity.
• **Rigid withdrawal rules can backfire.** Taking the same amount every year may sound simple, but it can strain a portfolio when markets drop.
• **Guardrails help.** Spending can flex: a small “raise” after good market years, or a temporary pullback after down years.
• **Separate essentials from discretionary wants.** Cover necessities with reliable income; let travel, hobbies, and extras flex with conditions.
• **Flexibility supports longevity.** Even small adjustments during tough markets can help preserve assets and extend the life of a portfolio.

Retirement isn’t one fixed number — it’s a long journey with lots of moving parts. A flexible income plan helps you stay confident along the way.

If you ever want to review your retirement income strategy or talk about how flexibility fits into your plan, I’m always happy to help.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round...
04/20/2026

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round with a couple of simple practices. Swipe through for a few practical tips to keep yours growing.

If you would like to learn more about your specific financial situation, do not hesitate to give us a call and schedule a time to chat. We are here to help.

Tax season is officially OVER — and as a relieved investment advisor who just crawled out from under a pile of 1099s, W‑...
04/15/2026

Tax season is officially OVER — and as a relieved investment advisor who just crawled out from under a pile of 1099s, W‑2s, and receipts from a decade ago, I can finally breathe again. 🙏😂

Now that I’ve sworn off replacing sleep with coffee (…until next April), here’s your friendly reminder:

👉 The best way to make next year’s tax season easier is to start planning NOW.

That’s where Green Bee Insurance comes in. Our team can help you put smart, tax‑efficient strategies in place — from retirement account optimization to Medicare planning, long‑term care protection, and moves that help reduce taxable income.

Meeting with us now can help you:
• Save more money on next year’s taxes
• Avoid last‑minute panic
• Build a smoother, more predictable financial plan
• And give your financial planner (hi, it’s me) a chance to survive tax season 2027 with fewer grey hairs 😂

Let’s get ahead of the game while the post‑tax‑season relief is still fresh. Ready to get started?

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

This Financial Literacy Month, we are here to remind you that when you take the time to understand your finances, the be...
04/13/2026

This Financial Literacy Month, we are here to remind you that when you take the time to understand your finances, the benefits go far beyond just dollars and cents. Improved money habits, better debt decisions, and increased confidence in your day-to-day choices are just a few of the ways financial literacy can benefit you. Swipe through to learn more.

Want to discuss your unique financial goals with one of our professionals? Call us today to schedule an appointment.

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life ...
04/08/2026

April is Financial Literacy Month, making now a perfect time to refresh your knowledge about a few aspects of your life insurance policy. These policies aren’t just a tool to take care of your family after you’re gone; they are also an important part of your financial picture during your lifetime. Swipe for a few common questions that can help.

If you have specific questions about your policy or want to schedule a review to make sure your coverage is keeping up with your needs, give us a call. We’re here to help guide you.

Medicare is an incredible program, but one of the biggest misconceptions I see is around long‑term care. Here’s the trut...
04/07/2026

Medicare is an incredible program, but one of the biggest misconceptions I see is around long‑term care. Here’s the truth:

Medicare was never designed to pay for most long‑term care needs — and many people don’t realize this until they’re facing it firsthand.

What Medicare *does* cover:
• Short-term skilled nursing care (after a qualifying hospital stay and only for a limited time)
• Rehab or therapy in a skilled nursing facility (20 days at 100%, up to 100 days with a copay)
• Skilled, medically necessary home health care

What Medicare *doesn’t* cover:
• Custodial care (help with bathing, dressing, eating, etc.)
• Assisted living facilities
• Long-term nursing home care
• Non‑medical in‑home caregiving

Most long‑term care needs are custodial, not medical — which means families often end up paying out of pocket without proper planning.

If you want to explore long‑term care insurance, hybrid policies, or ways to protect your savings, I’m here to help walk you through your options.

Address

1 E Broward Boulevard Suite 700
Fort Lauderdale, FL
33301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19544374082

Website

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