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The deadlines for signing up for Medicare are numerous and bewildering. What's worse, the penalties for a missed date can be irrevocable. Guide your clients through the bureaucratic maze with this overview of the six enrollment periods and who qualifies for each.
Horsesmouth Essential: Improper financial planning for health care can ruin clients' retirement dreams. If your clients haven't considered their health care coverage, you must ask the right questions to get them thinking seriously about it.
Drug costs could be a major expense for retired clients. So it makes sense to understand how much to budget and what options your clients have. Here's the rundown on the deductibles and coverage limits of the new Medicare drug plan, as well as projected future costs.
The sudden loss of health care coverage can threaten even the most carefully laid financial plan. Here's how to help your clients regain coverage when they can no longer fall back on a generous employer plan.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025