I hope you’re enjoying fall and all it has to offer – cooler temperatures, changing foliage, and, of course, football. In the next week or so before the holidays get into full swing (incredibly, we’re almost there), we’ll be emailing a survey to all our clients. It’s a brief, ten-question survey that will help us gauge your overall satisfaction and enhance your client experience. Your experience with PFG is extremely important to us and we are very grateful for your time and any feedback.
Fall is also time for Medicare open enrollment. Whether you’re turning 65 and eligible to select a plan or simply want to explore other options to get the most from your coverage, we’re here to help. The infographic below is a helpful resource to get you started. In addition, I’m sharing two insightful articles that will assist in your planning. Where Medicare Falls Short addresses healthcare expenses such as dental and vision that are not covered under Medicare. Additionally, Is It Time for a Change in Plan will help you decide whether it’s time to reevaluate your plan needs and provides some tips to get you started.
In case you missed it, we sent out a client email this month about HealthPlanOne, a new Raymond James partner that can also help with Medicare enrollment and revaluating your current plan. This no-cost service provides unbiased advice from a dedicated licensed agent who will assist you through the lifetime of your enrollment for coverage questions, appeals, and plan renewals. Please call the dedicated Raymond James number at 844.269.2646 for more information. You have from now until December 7th to finalize your decision.
As always, please let us know if you have any questions or need help determining your best options.
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2021 RJFS Chairman’s Council Member*
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