ЖУРНАЛ ДЛЯ ЧАСТНЫХ КЛИЕНТОВ

Блог о финансах и пенсии | Sovereign Wealth
Management

О рынках, пенсии и капитале за рубежом — для тех, кто читает вдумчиво, а не бегло.

Switching Seasons: Mark your calendars! The prime time to switch from Medicare Advantage to Original Medicare (or vice versa) is annually during the Open Enrollment Period from October 15th to December 7th.

Medicare gives you one window a year to change course — and one plan type that ignores the calendar entirely.

Knowing which is which, and preparing before the window opens, is most of what separates a smooth switch from a rushed one.

What You Need to Know

01

Switching Seasons

Moving between Medicare Advantage and Original Medicare happens once a year, between October 15 and December 7. Outside that window, the choice you made stays with you.

02

Medigap Flexibility

Medicare Supplement works differently. A switch to Medigap can be made at any point in the year — though medical underwriting may apply depending on when you apply.

03

Timing Your Preparation

Underwriting questions, plan comparisons, and paperwork all take longer in December than they do in September. The review is worth starting well before the window opens.

04

Where We Come In

We work through the options with you — what each plan covers, what it costs across a full year, and which one fits the care you actually use.

Medicare rewards those who decide early and penalises those who decide late. A conversation in early autumn costs an hour; the same conversation in the first week of December costs considerably more in options foreclosed.

BEFORE THE WINDOW OPENS

Start Your Medicare Review

Bring us your current plan and the care you expect to need. We'll tell you plainly whether a change is worth making — and if it isn't, we'll say that too.

заказать звонок →

About the Author

Gary Korolev, CFA

Gary Korolev brings over 22 years of distinguished experience as a Wealth Manager with premier financial institutions, including Morgan Stanley, Merrill Lynch, and Charles Schwab, building a comprehensive Wealth Advisory practice tailored to the sophisticated needs of high-net-worth individuals, families, and business owners.

His practice delivers integrated wealth strategies spanning investment management, risk mitigation, estate planning, and retirement structuring, addressing complex financial requirements far beyond traditional portfolio management.

By seamlessly combining deep expertise in portfolio oversight, financial planning, and insurance with the specialized insights of CPAs and estate planning attorneys, Gary coordinates a unified approach to wealth growth, preservation, and transfer.

“We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.”

Gary holds a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst (CFA), and maintains professional credentials including the General Securities Representative (Series 7), Combined Uniform State Law (Series 66), and Life, Health, and Variable Annuity licenses.

He resides in Northern Virginia with his wife, son, and daughter, and enjoys spending his personal time with his family.

Have questions?

Let's talk about your Financial Future

Schedule a confidential conversation with our team.

More from the Journal

25 сентября 2026

The Fed Hiked on September 16. Here’s What It Means for Markets — and Why Our Model Didn’t Flinch

Markets & Monetary Policy The Fed Hiked on September 16. Here’s What It Means for Markets — and Why Our

18 сентября 2026

BRICS Pay and the Dollar: What Changed, What Didn’t

Gary Korolev, CFA Sovereign Wealth Management September 18, 2026 The Fed’s rate hike on Wednesday was the central-bank story everyone

17 сентября 2026

Washington Blinked on Crypto. The Core Holds.

The Senate’s crypto market-structure bill died on a procedural vote this week. For most Sovereign clients the answer to “what

Copyright © 2020–2026 Sovereign Global. All rights reserved.