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Insights
Tag: Health Insurance
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October 12, 2022
Maximizing Your Employer Benefits
In the world of wealth management, fall season is synonymous with open enrollment. Many people choose to simply re-elect last year’s elections without giving them a second thought. Yet, taking full advantage of your employee benefits can provide an opportunity to maximize your savings. We hope you find these tips on optimizing common benefits helpful [...]
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Contributions from: Kristi Panza, CFP®
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February 15, 2022
Retiring Early? Don’t Forget Health Insurance
If you’re planning to retire early, remember to include the cost of health insurance in your financial plan. Medicare eligibility begins at age 65, but until that time you’ll need to enroll in a private insurance plan. Be sure to check your eligibility with COBRA from your prior employer as well. COBRA premiums can be [...]
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Contributions from: Eric Schuehle, Rich Merrifield, CFP®, AIF®
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