Planning for health and wealth needs is essential for a secure retirement. By integrating medical expenses into your financial strategy, you can better prepare for the rising costs of healthcare, especially Medicare.
It’s important not to wait until retirement to do retirement planning. Pursuing a holistic approach to financial planning helps ensure you are prepared for both anticipated and unforeseen healthcare expenses as you age.
Join us as we discuss:
- Health & Wealth planning tips for retirement
- Creating a holistic plan (HSAs, tax strategies, etc.)
- Medicare rules you need to know
- Building your retirement income stream
