Article Common Medicare and Social Security Scams in 2022 September 21, 2022 Before giving anyone your Medicare or Social Security numbers, beware of these common scams.Read Morekeyboard_arrow_right
Article How to Select the Best Medicare Advantage Plan September 15, 2022 Find answers to popular Medicare questions, including open enrollment deadlines and mistakes to avoid. Read our post.Read Morekeyboard_arrow_right
Infographic Special Report Medicare Made Simple Updated: June 16, 2022 Making smart Medicare decisions helps prolong retirement income—frankly speaking, enroll on time or pay more forever. Let’s face it, Medicare is confusing. Some options are required, others optional; there are strict enrollment windows and a range of plan options and combinations. To avoid costly and irreversible mistakes, download our Medicare Made Simple … Read Morekeyboard_arrow_right
Article Planning for Long-Term Care By Vanessa Carter-Witt — February 7, 2022 This week’s reader question is about long-term care insurance: The cost of long-term care continues to rise—is it worthwhile to maintain this type of insurance? What are my options? Senior Financial Planner Vanessa Carter-Witt, CLTC®, had this to say: Many people consider letting their long-term care policy lapse or … Read Morekeyboard_arrow_right
Article 5 Medicare Enrollment Mistakes to Avoid October 22, 2021 Since its 1965 inception, Medicare has been an essential component of a successful retirement. Yet, as we’ve noted, navigating its complexities can be frustrating. Here are a few common mistakes to avoid: Opting for COBRA after retiring at age 65 or older. COBRA—the Consolidated Omnibus Budget Reconciliation Act—gives you … Read Morekeyboard_arrow_right
Article The ABCs of Medicare October 15, 2021 All of the talk of inflation this week came with one bright side for retirees: Social Security benefits, tied to inflation, will increase 5.9% next year—the biggest bump in 39 years. Where might that extra income be spent? Health care is one option. We recently wrote about Medicare’s Annual … Read Morekeyboard_arrow_right
Article Fine-Tuning Your Medicare Coverage October 1, 2021 Medicare—federal health insurance coverage for people 65 and older—is a pivotal part of your retirement plan. With the Annual Election Period (AEP) fast approaching (it runs from Oct. 15 through Dec. 7), Medicare recipients must decide whether to make changes to their plan. But consumer beware: The devil is in the details. … Read Morekeyboard_arrow_right
Article Early Retirement, Part 2: Health Care Updated: February 28, 2022 Continuing your health coverage can be a snap if you retire from full-time work after you hit age 65—simply switch from your employer-based plan to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here … Read Morekeyboard_arrow_right
Article Health Care for Early Retirement August 21, 2020 If you plan to work until age 65, continuing your health coverage can be a snap—simply switch from your employer-based plan over to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here are … Read Morekeyboard_arrow_right
Article Health Care Allocation in Client Portfolios November 19, 2019 In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right