Maximize Employer-Paid Benefits
It can be beneficial for you to get dental or medical procedures done while still covered by your employer-sponsored dental and medical plans. With Medicare, there can be higher out-of-pocket expenses that can be avoided if completed now.
Complete a Portfolio Review
Continuous evaluation can position you to adjust your investment strategy to match your plans for retirement. Now you can decide to take no action, adjust the mix of stocks and bonds in your portfolio or diversify with nontraditional investment options.
Always Ask For Help
Being unfamiliar with Medicare can be overwhelming and there is a significant amount of misinformation that can lead you in the wrong direction or create unrealistic expectations. Amwins' Medicare Benefit Specialists can help you navigate all of this.