What's one of the biggest quagmires a 65+ year old is destined to encounter? Medicare! My husband and I were dreading the navigation ahead of us but were given Scott Maibor's name as someone who might be able to help us. We could NOT have navigated this mess without him! And, he continues to be a wealth of knowledge and support as additional issues/questions arise. We HIGHLY recommend Scott!
Medicare is confusing and scary. Many options, that change annually, and lifelong penalties for simple mistakes.
Choosing the right plan can mean $1000s of dollars in savings, but more imporantly is having piece of mind and the confidence of knowing you made the right choice.
As part of our services, we offer a Social Security Benefits Analysis to help determine when best to claim.
Divorce, dependents, death, disability and age discrepencies can have a huge impact on when best to claim to maximize lifelong benefits and reduce tax implications.
We provide a report that can then be shared with your other advisors.
LTC costs are NOT covered by Medicare!
This shocking fact will impact over 60% of those over age 65! Who will care for you? How will you pay? With Assisted Living and Home Health care costing $12,000 or more per month, for all but the wealthiest that is a huge expense and drain on retirement assets!
Addressing LTC future needs is a critical component of your estate planning.