Navigating Medicare Enrollment

Financial well-being September 30, 2021 By Lisa Crawford

And so, it begins- Fall Medicare Open Enrollment season.  It’s signaled by mailboxes full of communications from insurance companies, commercials on TV, emails, digital ads - literally mountains of information from so many sources. Whether you are enrolling for the first time or reviewing your coverage annually for changes, this can be an emotional journey. 

Like a lot of our friends and customers, you may be feeling overwhelmed by all the choices available and the pressure to make the right decision.

You’re not alone.

There is so much information and so many choices and pressure to find what you hope will work best for you and your health and life. In a season focused on making choices about your healthcare, it is also important to focus on you and your health and wellness. Here are five top tips for Self-Care during Medicare annual enrollment.

The following link is another great resource from that allows people to view plans that will be available to them in 2022: Preview 2022 Medicare Plans

We are including a link below to our recently recorded webinar called “Medicare & More,” featuring guest speaker Nicole A. Morgan, OTR, CAPS, CSA, C.H.A.M.P. In this video, she covers a range of topics from understanding your options and how they are different to choosing the best plan for you.



Lisa Crawford headshot

My Story

“2021 began with a fun celebration turning 65 in February followed by a routine colonoscopy in March which led to a diagnosis of colorectal cancer in April! Life as I knew it quickly changed with tests, procedures, and treatments on the road to healing.

After having been on First United’s group health coverage, I started comparing costs and coverage on Medicare since I am now eligible. As a member of the Financial Well-being team with First United Bank, I had vast knowledge of Medicare after having presented several workshops on the topic.

Now faced with an on-going health journey as I continue to work, should I stay with my current health coverage or move to Medicare? Thus, many long hours of talking to Medicare experts, comparing costs, analyzing coverage only to realize I’m more confused than when I started! This is not an easy decision, yet one that can be costly for years to come if I make the incorrect decision.” -- Lisa Crawford

By Lisa Crawford

Financial Well-Being Specialist, First United Bank - Marble Falls

Lisa Crawford has over 15 years of banking experience and works at our Marble Falls location. She graduated from the University of Texas in Tyler with a Bachelor of Business Administration in Accounting. Lisa has been blessed in the accounting profession as an oil & gas accountant, and in the banking industry in Texas and Missouri as a Controller, corporate accountant, and financial analyst. 

Lisa’s passion and ministry have been helping and teaching others to become financially free. Now, as a Financial Well-Being Specialist with First United bank, she will be helping employees, customers, businesses, and organizations learn to “spend life wisely.” 

She and her husband of 30+ years have two daughters, one son-in-law, and the two best and most beautiful grandkids in the world.