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Medicare Planning

When planning for retirement, an important decision is selecting the age to start taking Social Security.

Medicare is an amazing benefit you are eligible to receive once you are 65. It can be a tool to free up resources to keep you healthy and doing what you enjoy most.

As you turn 65 you have more choices to manage your healthcare expenses and Medicare can be an aid whether you are working or not. The choices you make can matter down the road so you do want to take some care to learn and take action at the right time. 

Medicare is an important part of your retirement strategy but it doesn't have to be complicated with the right information.

Let us know if you would like to discuss your healthcare finances and planning for Medicare, contact us to schedule time to talk with a  Wealth Manager.  

Making Medicare Work for You Webinar Recap

Making Medicare Work for You Webinar Recap

Elaine Manley discussed important topics about Medicare with Jennifer Taboada, a Senior Financial Wellness Consultant and one of their experts in Medicare from BlackRock1. This article will recap the March 2024 Webinar and share valuable Medicare resources including recording and Making Medicare Work for You Presentation.

View Webinar Recap
Medicare for Retirees Two Page Quick Reference

Medicare for Retirees Two Page Quick Reference

Medicare shouldn't have to be so complicated. It is summarized here in just a two page quick reference called Medicare for retirees. The A, B, C, and D's are defined as well as a few other Medigap options. Contact your Wealth Manager for referral to a Medicare Specialist too who can walk you trhough what you need to know and help yu get enrolled.

Get Reference

Healthcare is a Part of Your Retirement Strategy - Learn More About Medicare

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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Get Connected with Medicare Resources for Healthcare Expense Savings

Get Connected with Medicare.Gov

Get Connected with Medicare.Gov

Medicare.gov will give you your step by step instructions for navigating the world of Medicare and enrolling. You can reference their Medicare & You Handbook online or request a printed copy mailed to you. There are many materials at your fingertips to learn a little or a lot! Create your own profile and download materials.

Access Medicare.Gov
Medicare Coverage Guidebook

Medicare Coverage Guidebook

The team at Giardini Medicare1 have allowed us to share their Transition to Medicare Guidebook and provide their Medicare resources to assist you. They are subject area experts in Medicare and help people as they prepare to enroll in Medicare or need to change coverage. Their guide references several resources to assist you. FJP hosted webinar discussion may also interest you.

Get Your Medicare Guidebook

We are here to help. Make sure Medicare is a part of your retirement strategy.

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1The views expressed by BlackRock do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. BlackRock is not affiliated with Mutual Advisors or any of its affiliates.
2The views expressed by Giardini Medicare do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. Giardini Medicare is not affiliated with Mutual Advisors or any of its affiliates.