Medicare Planning

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.

Medicare 101 Webinar Replay
Our Medicare 101 Webinar features Special Guest Speaker, Joanne Giardini, Owner & Medicare Guru at Giardini Medicare1, Many Medicare challenges are explored.
We will review the latest information, including:
►Do you need Medicare?
►How do I get Medicare?
►How does Medicare work?
View the presentation or video replay on-demand.
Healthcare is a Part of Your Retirement Strategy - Learn More About Medicare

Healthcare Costs in Retirement

Breaking Down the Parts of Medicare

The A, B, C, & D of Medicare

Why Medicare Should Be Part of Your Retirement Strategy

Questions to Ask About Medicare
Get Connected with Medicare Resources for Healthcare Expense Savings

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.

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.
We are here to help. Make sure Medicare is a part of your retirement strategy.
Call Us to Discuss Your Options1 The 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.