Medicare and Social Security Planning.

When should you start planning for Medicare? Generally, you’re first eligible to sign up for Part A and Part B starting 3 months before you turn 65 and ending 3 months after the month you turn 65. Let’s schedule an appointment today to talk about what you need to know!

Medicare and Social Security Planning

How do Social Security and Medicare work together? Social Security and Medicare are distinct programs serving older and disabled Americans, but they have an important commonality: Social Security handles enrollment for Medicare Part A (hospital insurance) and Part B (medical insurance). Schedule an appointment with us now to talk about this today.


Turning 65 Soon? Here’s a Quick Retirement Checklist

  1. Prepare for Medicare.
  2. Consider Additional Health Insurance.
  3. Review Your Social Security Benefits Plan.
  4. Plan Ahead for Long-Term Care Costs.
  5. Review Your Retirement Accounts and Investments.
  6. Update Your Estate Planning Documents.

Seem confusing – give us a call to get the conversation started today! Our direct line is 1 (800) 501-2573 to speak with an experienced team member to get the ball rolling!