Medicare

Good financial planning involves taking a comprehensive and holistic approach to looking at your financial picture. It isn’t just investment management, but also tax planning, retirement income planning, estate planning, and protection of assets. It also means trying to maximize saving money through tax reduction strategies and expense management.

As you approach your mid-fifties there are some important milestones to be aware of as it pertains to getting ready for retirement. Whether it is your IRA or 401(k), Social Security, or Medicare here are some important dates you should know:

Your 50’s