This quick reference guide provides concise, objective, and easy-to-understand information about Medicare and its many complexities. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources to make healthcare planning more efficient and effective.
Our annually updated Social Security Quick Reference Guide contains lots of hand facts and figures in an easy-to-read format. Information includes cost of living adjustments, a breakdown of actuarial reduction, Medicare premiums, and more.
Keeping track of one’s beneficiaries isn’t always an easy task. Relationships change over the years, and individuals often forget to review their beneficiaries in light of new planning goals. Furthermore, many individuals aren’t aware that their current beneficiary setup may not be as equitable or efficient as they had intended.
There are lots of important numbers that you need to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it.
When planning for retirement, one of the most important financial decisions involves Social Security: Should you claim benefits early and invest the payments, or wait until age 70 to receive larger guaranteed payments?
It’s not surprising that a survey last year by T. Rowe Price found that healthcare costs are the biggest financial worry among retirees, especially for women who may be going through retirement on their own.