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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 info@burneywealth.com.


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.

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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.

Economic & Market Review: Q3 2024 [Webinar Summary]

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

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Medicare Open Enrollment 101 [Webinar Recording]

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2024 Year-End: 5 Financial Planning Reminders

With 2024 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

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8 Surprising Facts About Elections & The Stock Market (Webinar Recording)

Presenters: Andy Pratt, CFA, CAIA and Bijal Patel, CFP®

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Understanding Rollovers from 529 Plans to Roth IRAs

Historically, determining the correct amount to invest in a 529 college savings account to cover the exceedingly growing cost of higher education (without overfunding it) has been a challenge. 

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