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Planning Early Retirement: What About Healthcare?



What you will learn:

  • The rising costs of healthcare and how it impacts retirement plans.
  • The health insurance options available to pre-65 retirees and their role in financial risk mitigation.
  • Important dates, timing, and how to complete a personalized HealthPlanning Analysis.

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.


Medicare 101: A Guide to Understanding Your Benefits

Medicare impacts millions of seniors every year, but few people understand how it works. In this guide, we will cover the basics of Medicare, the various coverage components, and the important considerations for Medicare enrollment, so you can make the best decision for your situation.

Fill out the form below to download the Medicare Guide.

This free 17-page PDF gives an overview of Medicare, answering questions like:

  • What is Medicare?
  • How is Medicare paid for?
  • When do I enroll in Medicare?
  • What is NOT covered by Medicare?
  • What are the different parts of Medicare?
  • And more!

Fill out the form to have a copy of the Medicare Guide delivered to your inbox.

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“Do I have enough to retire?”

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We’ve shared how we select stocks on this blog in the past, and while that is an important piece of our investment process, it is not nearly as important as investing in the right style of stock at the right time. Style refers to whether a company is considered Value or Growth. Growth stocks are...

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Medicare 101: A Guide to Understanding Your Benefits (Parts A-D)

Medicare impacts millions of seniors every year, but few people understand how it works. There are many layers to Medicare and important decisions that need to be made, and retirees (as well as those working past age 65) are often left to educate themselves and determine the best health care...

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What happened in the stock market yesterday?

This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

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