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Keen On Retirement

Insights Blog & Podcast

Focused insight on timely, relevant topics. Start planning your retirement. 

Anticipating Changes to Social Security and Medicare in 2023 Thumbnail

Anticipating Changes to Social Security and Medicare in 2023

As the calendar flips over to Fall, our checklist-driven process at Keen Wealth brings my team to some important action items to help folks prep for the year ahead. In particular, we want to make sure retirees are getting ready to review their Medicare coverage during the upcoming Open Enrollment period in November. And we're also waiting for the Social Security Administration to announce its benefit changes for 2023.

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Sorting Through the Health Care Options for Pre-65 Retirees Thumbnail

Sorting Through the Health Care Options for Pre-65 Retirees

Health care is one of the most important aspects of planning for an early retirement. Medicare eligibility doesn't kick in until you reach age 65. Pre-65 retirees who don't have access to employer-subsidized health insurance could be facing some substantial costs for a number of years until they are eligible for Medicare.

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Your Complete Guide to Medicare Open Enrollment 2022 Thumbnail

Your Complete Guide to Medicare Open Enrollment 2022

Folks who follow a well-defined financial plan usually have some important dates circled on their calendars. At the beginning of the year, you probably plot out some annual goals. In the spring, you gather last year's info for tax season. In the summer, parents start budgeting for family vacations and the upcoming school year.

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Know Your Options for the 2021 Medicare Open Enrollment Period Thumbnail

Know Your Options for the 2021 Medicare Open Enrollment Period

It's that time again! Every year, during the open enrollment period from October 15th through December 7th, we recommend that all seniors review their Medicare coverage and see what new options might be available to them. It's also extremely important that new retirees who are signing up for Medicare for the first time get a handle on the ABCDs of Medicare, as well as the things that Medicare does and doesn't cover.

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‘Tis the Season … To Review Your Medicare Coverage! Thumbnail

‘Tis the Season … To Review Your Medicare Coverage!

On today’s show, we tackle four of the most common Medicare questions we’re fielding from clients at Keen Wealth right now. Hopefully this conversation will help you sort out the important notices about your health care coverage from the junk mail that belongs in your shred pile.

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