Here’s What Medicare May Not Cover…Are You Prepared?
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan […]
March 2024
January 2024
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in […]
October 2023
Don’t Forget that Medicare Open Enrollment is Here!
From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage […]
May 2023
Healthcare in Retirement: The Basics
Healthcare insurance is a crucial aspect of managing one’s health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected […]
October 2022
3 Questions You May Have About Medicare
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects […]
October 2021
How Will You Want to Receive Long-Term Care?
There is a shift away from providing long-term care services in hospitals and nursing homes to providing care in individuals’ homes. This was happening before the pandemic, […]
Your Health is Priceless – But How Much Will It Cost You?
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to […]
September 2021
Three Eroding Forces on Your Retirement Savings
Over 60% of Baby Boomers are more afraid of running out of money than of dying, according to a recent survey.[1] Even retirees who have saved […]
December 2020
Don’t Miss These End of Year Healthcare Deadlines
An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.[1] This doesn’t even include long-term care costs, which can run as high as $253 per day on average […]
November 2020
How Much Could Long-Term Care Cost You?
If you have elderly parents or know someone who does, you already know that there are many hard decisions to make when it comes to long-term care, especially during the pandemic. And figuring out the […]
