Savvy Social Security Planning and Medicare Basics for Couples

Classes - Adult / Money Matters -

Adult Classes Winter/Spring 2025

Now is the time to start planning for Income in Retirement.

You will learn:
Social Security

5 factors to consider when deciding to apply for benefits
When it makes sense to delay benefits and when it does not
How to estimate your benefits
Innovative strategies for coordinating benefits with your spouse
How to minimize taxes on Social Security Benefits
How to coordinate Social Security with your other forms of retirement benefits

Medicare

How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties
How much you can expect to pay in health care cost after going onto Medicate
How Medicare works with private insurance to provide comprehensive coverage
Why most people pay too much for private insurance and how you can avoid excess costs
Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.

Robert S. Davis

Bob is a Certified Financial Planner, CFP®, who began his financial planning career in 1998. He has actively pursued his education ever since, participating in numerous professional study programs and completing many advanced courses in the financial advisory field. He is President of Financial Compass Corporation.

January 2025