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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.  

Medicare 101 Webinar Replay

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

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
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.
Learn More
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.
Learn More
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.
Learn More
Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
Learn More

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.

Download Medicare Guidebook

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

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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.