Tackling Retirement Health Care Issues

Welcome to September’s LynnLeigh Journal. I cannot believe that Summer is over. But, I am excited about cooler weather and getting together with friends in family for the holidays.

As a firm, this is the time that we start to help our clients who are getting closer to age 65 understand the nuances of Medicare, Long Term Care and Health Savings Accounts (HSAs).

No matter your age, tackling healthcare expenses in retirement is a crucial step to ensure you maintain your financial security. Yet with questions around Medicare eligibility, supplemental coverage costs, and when to apply for benefits popping up all the time - it can be overwhelming. In this blog post we’ll explore the solutions available so that individual investors can make informed decisions surrounding their own healthcare plans in retirement. Learn best practices on how to maximize government programs and cover out-of-pocket costs associated with health care needs in retirement; all while building a sustainable plan for medical care once they leave the workforce.

Also, we will give you a brief update on the current market conditions. Needless to say, the market is always bumpy. We are going to share some “lessons learned” which hopefully will give you some perspective.

If you are client, thank you so much for allowing us to be your advisor. We know that there are many advisors to choose from, we are so grateful that you chose us. If you are not a client and are interested in learning how we add value to the handful of families that we help, please give me a call.