JBL Financial Services

Retirement planning and healthcare planning aren't meant to be examined separately.

They have a special relationship with one another and play a significant part in financial planning for your future.

This includes not only Medicare but extended, skilled care.

Want to understand the potential risks of extended-term care expenses and the financial challenges it can bring for those developing a retirement strategy?

𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗯𝗹𝗼𝗴.
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With open enrollment around the corner, why risk not knowing what Medicare options you have.

We'll give it to you straight, and help guide you in the right direction. 🤝

Reach out to us and let's chat.

Join us next month for a special webinar where you can understand better how to make Medicare work for you in retirement.

The sign up is free and we hope to see you there, so mark your calendar.

📅 - September 24, 11:00 a.m.

Sign up at the link below.
jblfinancial.lp.page/medicare-webinar

Medicare or Medicare Advantage? Which one is right for you?

Original Medicare gives you flexibility when choosing providers. Medicare Advantage plans may offer extra benefits and combine your coverage into one plan.

The right choice depends on your individual needs. Take time to compare your options and ask questions before enrolling.

Benefits, costs and plan availability may vary, but you don't have to make the decision alone.

Our Medicare experts are here to help, so reach out for clarity and peace of mind. 😊

Medicare planning shouldn't be confusing, so we're here to give it to you straight.

One listener asks, 'Why does my Plan G supplement cost $248/mo. for covering only 20% of costs, while Medicare Plan B costs $203/mo. to cover 80%? "

𝐀̲𝐧̲𝐬̲𝐰̲𝐞̲𝐫̲:
It's a valid question, but there are a few things to consider. First, you've been paying into Medicare your entire working career through taxes; the monthly premium is only a portion of its true cost, as it's subsidized by the government.

Second, supplement premiums are known to increase every year, often between 7-13%. That $248 premium will likely be higher next year. If the cost is a concern, you may want to explore Medicare Advantage plans. Many have a $0 premium, meaning you would only pay for services as you use them, potentially saving you nearly $3,000 a year in premiums.

Have further questions you'd like answered? We'd love to talk.
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It's always a great time on News 4 Great Day!

We love sharing our passion with people and helping them secure a better financial future for them and their family. 😊

Who's gearing up for Medicare open enrollment?

As one of the most important decisions heading into retirement, we recommend doing some research.

Rules can be complicated and the consequences damaging to your financial future.

The good news is the common mistakes are preventable. Take a minute to stay informed and get prepared.

𝗢𝗻 𝘁𝗵𝗲 𝗕𝗹𝗼𝗴
https://vist.ly/5dug7

It's time for your mid-year retirement reset! 👍

Learn practical ways to check-in with your finances and ensure you're on track with long-term retirement goals.

Watch at the link below and be sure to subscribe to our channel for more tips on planning for retirement.

🎥

July Mid Year Retirement Reset Mid-Year Retirement Reset: It’s time to check in on your money. H...