Navigating Medicare & Supplemental Plans

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Client Profile: The Retiree

Alice & Bob both turned 64 in the last year and did not have retirement medical plans from their prior employers. During a recent review meeting with them, they had three questions on their mind about their Medicare benefit elections:

  • “When should we be electing our Medicare benefit?”
  • “What should we be considering when electing our Medicare benefit at age sixty-five?
  • “What supplement medical plans best complement our future Medicare election?”

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Knowing common retirement blind spots can make a big difference

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Planning a successful retirement isn’t only a matter of understanding the obvious steps along the way. An alarming study by The American College pegged 80% of older Americans as illiterate when it comes to basic retirement planning knowledge.

You don’t need to have eyes in the back of your head, but knowing common retirement blind spots can make a big difference in mapping out your futures. Here are five to consider:

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