Medicare and Retirement Made Easy

The closer to your birth month usually about age 58-65 you will be overwhelmed with a flood of mail advertising, emails, some phone calls, and retirement seminar invites. This is because your date of birth and address are public record. 

You will get many mailings inviting you to seminars that are advertised as Medicare or Social Security workshops with free dinners. Most seminars give few details about what they advertise. 

Insurance companies also advertise workshops to explain their Medicare plans. In all cases, this is a great way to get benefit and cost information. However, the real purpose of the workshop is to sell you “only their insurance plan” without comparing it to other plans. 

 
If you are searching on Google about Retirement or Medicare what you will find is that your directed to mostly marketing sites. What they will do is route the call to several agents that have paid a fee for the sales lead. 

Enrolling into Medicare is easy. Selecting a Health Plan is simple. Investments are a bit trickier, and we should have a phone conversation about what is important to you.

If you about to retire, you can convert your 401K or IRA into a ROTH IRA to protect your money. Most retirees also start an Annuity for long term income growth. If you currently have an Annuity, it is a real quick process to evaluate what you currently have and see if there is a better rate of return with a different Annuity.