What it is
Making a plan for Medicare and health costs so they don’t blindside you.
How it works
The advisor talks through when you’ll start Medicare.
They help you compare Medicare Advantage vs. Original Medicare + supplement.
They estimate monthly premiums and out-of-pocket costs.
They plug those costs into your retirement budget.
Simple Example
You’re 64, retiring at 65.
The advisor helps you see:
Approximate monthly premium for your Medicare plan
Likely prescription costs
Expected yearly health budget
So instead of guessing “healthcare will be expensive,” you have a number in your plan.
Important Disclosure: Descriptions of services on this page are general in nature and are provided for informational and educational purposes only. Actual services are provided solely by independent third-party advisors who participate in the Retirement Readiness Quiz (RRQ) program. RRQ is not a registered investment adviser, broker-dealer, tax professional, or law firm, and does not supervise, control, or guarantee the advice or services of any advisor. Nothing here should be considered personalized investment, tax, or legal advice, or a guarantee of future results. Before implementing any strategy, you should review the advisor’s regulatory filings (such as Form ADV), written disclosures, and engagement agreements, and consult with your own qualified professionals as needed.
