Medicare Resources in ONE Location - Adviser Investments

Medicare Resources in ONE Location

Navigating Medicare presents numerous challenges, including meeting deadlines and understanding the resulting financial penalties if you miss them. We’ll offer some clarity and Medicare resources in ONE location.

Tip: For straightforward financial advice, click here to explore and sign up for more of our expertise on a variety of topics in various formats.

Drawing upon Adviser Investments’ decades of experience, we’ve created extensive Medicare resources to help you understand and maximize your benefits, including a comprehensive special report, an engaging podcast and detailed blog posts.

Tip: As your parents age, it’s likely you’ll become more involved in their financial, mental and physical care. Read our special report, Helping Your Aging Parents, to help prepare for what lies ahead.

Special Report

Medicare Made Simple

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. Understand when you must enroll, what each plan covers, how much Medicare costs and important considerations for Parts A, B, C, D and Medigap.

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Medicare Made Simple

Three Adviser Investments planning professionals discuss everything you need to know about Medicare and how to view it as part of your broader retirement needs and goals. Gathering facts today about Medicare will help you avoid penalties and find the most cost-effective coverage when you’re ready to enroll.

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Blog Posts

Health Care for Early Retirement

If you’re wanting to retire early, it’s important to plan how you’ll handle your health insurance needs before turning age 65 and qualifying for Medicare. Rather than put a dent in your retirement budget, learn about these five alternative options for interim health care coverage.

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How to Select the Best Medicare Advantage Plan

Medicare Advantage is a Medicare-approved plan from a private company and is an alternative way to get Original Medicare Part A (inpatient hospital insurance) and Part B (outpatient medical insurance). To choose the best plan, be sure to factor in these two key considerations and watch out for this one exception.

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Answers to Popular Medicare Coverage Questions

Our financial planners have received many Medicare questions over the years. It’s no wonder some topics keep arising once you take all the deadlines, exceptions, letters and options into account. Questions like, “When is Medicare’s Open Enrollment?” or “Does Medicare require a referral to see a specialist?” and many more.

Get the answers here.

Common Medicare and Social Security Scams in 2022

There’s no shortage of Medicare and Social Security schemes. Scammers want your personal or financial information for the purposes of stealing your identity, your money or submitting fraudulent Medicare claims using your personal information. Their stories and strategies change often. Protect yourself from popular (and sneaky) scams, including the infamous “Pigeon Drop.”

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5 Medicare Enrollment Mistakes to Avoid

Did you know that contributing to an HSA after you enroll in Medicare is considered an “excess” contribution by the IRS and comes with a 6% penalty? Or, you could end up paying higher Medicare premiums if you forget to file Form SSA-44. Learn about three more costly Medicare mistakes.

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The ABCs of Medicare

Since Medicare’s creation in the 1960s, it has been expanded and amended several times, leaving participants facing a confusing hodgepodge of rules and terminology. Understand what all the letters (Part A, Part B, etc.) in the alphabet soup of Medicare mean. Our post breaks down Medicare’s benefits by the letter.

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Fine-Tuning Your Medicare Coverage

Medicare’s Annual Election Period (AEP) runs from Oct. 15 through Dec. 7, a time when recipients must decide whether to make changes to their plan. But beware: The devil is in the details, including these four key considerations. Also, understand what you can change versus what you can’t.

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Important When Considering Medicare Resources

To protect the integrity of your Medicare benefits, financial security and personal identity, the best course of action is to only provide your Medicare number to your doctors. And, if you don’t know the answer to a Medicare question, start here or here to find accurate information.

Want help navigating Medicare’s complexities? Contact Adviser Investments anytime for assistance. We pride ourselves on being The Planner You Can Talk To.

Tax and legal information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice.  Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice. Always consult a licensed attorney or tax professional regarding your specific legal or tax situation.

Our statements and opinions are subject to change without notice.  All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.

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