How Can Financial Planners Help Retirees file for Social Security and Medicare Insurance for the First Time?
Getting old isn’t easy. Neither is entering retirement. Many clients between the ages of 62 and 70 will be filing for the first time for Social Security benefits and those reaching age 65 this year will be filing for Medicare Insurance. As a financial advisor or financial planner, you need to be versed on both the benefits, required filings, and when to file; but keeping up with all that is something of a maze.
Why not make life simple for yourself? Here is a link to a checklist on Social Security and Medicare. Review it a few times to become familiar with its content; then file it away as a ready reference whenever you need to refresh your memory.