Golfer’s Guide to Medicare
Parsec Manager of Financial Planning and Financial Advisor Judson Meinhart, CFP®, BFA ™, provides guidance for this year’s Medicare open enrollment season.
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Medicare
Hi, I’m New Here … Avoiding Medicare Mistakes for First Time Medicare Enrollees
Trying something new can be scary. Trying to understand all of the rules surrounding your Medicare benefits as a new enrollee can be downright frightening! In this presentation we review some of the “oops” and “gotchas” of Medicare for first time enrollees. Topics include:
• Enrollment window and associated penalties
• What happens if you’ve already claimed Social Security
• Coordinating Health Savings Accounts with Medicare
• IRMAA – what it is and what creates income that gets you there
• International travel and cruising for trouble
• Medicare scams
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help you swing and putt your way through the complex journey, hopefully aiming you in the right direction. We will highlight some pro-tips, sand traps, water hazards, out-of-bounds areas and preventable bogeys to prepare you for this adventure. This information will help you know which “club” to use at every stage of the course!
Crafting a Retiree Health Care Plan
At the heart of life’s goals is our health. Having good health is central to all the plans we have.
Make a Wise Investment by Investing in Good Health
Just like you have a financial plan to stay on track with spending and saving, make a plan to manage your health and hopefully reduce your healthcare costs in retirement.
Don’t Let Health Insurance Concerns Stop You from Retiring
Individuals who are continuing to work because they are concerned about the health insurance conundrum is a very real and common concern. However, this concern is not an accurate reflection of the facts on the ground.
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and “the golden years.” Specifically, our CEO Rick Manske opens with some Medicare and longevity guidance. We have three articles on Social Security, from how it fits into your retirement plan to how and when to apply. Our director of tax services gives guidance on downsizing. Our chief investment officer discusses retirement income. Our financial planning manager outlines question to ask to determine if you might need a care manager. And lastly, we celebrate internal news from new hires to recent promotions and awards.
