Mike has a diverse background in technology and he leverages that to provide comprehensive and personalized financial planning services, including benefits analysis, investment planning, estate planning and college planning. Mike has been in the Financial Services industry since 2006 and recently received an advanced designation of Certified Divorce Financial Analyst, CDFA where he helps attorneys and their clients with settlement analysis and uses software specific to this area.
Are you worried that your Social Security and Medicare benefits will be reduced or even worse, eliminated by the time you retire?
Well, you’re not alone.
Both programs have been in the news – and most of that news has been unfavorable. Reports of potential insolvency, tax hikes, private accounts, and increased eligibility ages have generated controversy and confusion.
We’ll begin today’s webinar with a quick look at the changing face of retirement. From there, we’ll review the structure of both Social Security and Medicare, how these programs work, the issues they currently face and proposals for improvement.
We’ll review other important options such as Medigap insurance and Medicare HMO’s. Finally, we’ll review some effective strategies for meeting your financial and medical needs during retirement without having to rely solely on Social Security and Medicare.