- October 1, 2024
- Financial Synergies Wealth Advisors
Medicare’s Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?
Now is the ideal time to evaluate whether this is the year to change your coverage. Perhaps you’re:
- Wanting a plan with different services that it covers.
- Requiring access to specific hospitals, doctors, or prescriptions that aren’t covered under your current plan.
- Needing more convenience, higher quality, or a plan that will cover you while you’re traveling.
Making this decision is anything but simple. To help you through the process, we’ve attached the following PDF flowchart:
Should I Change My Medicare Coverage During 2024 Open Enrollment?
The flow chart covers considerations that can influence your decision, such as changes in health care needs, costs of premiums and deductibles, and the effective dates of any changes.
As your financial advisory firm, we’re ready to help you navigate the Medicare landscape.
If you have questions or concerns, call us today or reply to this email, and we’ll set up some time for this important conversation.
Concerns or questions about your financial plan? Contact Financial Synergies today.
We are a boutique, financial advisory and total wealth management firm with over 35 years helping clients navigate markets and developing custom financial plans. To learn more about our approach to financial planning please reach out to us. One of our seasoned advisors would be happy to help you build a custom financial plan to help ensure you accomplish your financial goals and objectives. Schedule a conversation with us today.
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- Will I Outlive My Retirement Money?
- How Often Should I Update My Estate Plan?
- The 4% Rule: A Good Starting Point for Retirement
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