In this episode, Melissa Joy, CFP®, and Joanne Giardini- Russell, founder of Giardini Medicare will discuss planning strategies that help to meet the needs of aging retirees. While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. Learn about all things Medicare and how…
Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions to consider. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a…
Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on…