At Nationwide Financial, we know that there is no onesize- fits-all retirement plan. Finding the right plan for each of your clients depends on factors such as their savings, expenses, health, family and values. Help improve your clients’ retirement readiness by staying up to date on the latest financial news and tax information.
The proposed Retirement Security and Savings Act—also known as SECURE Act 2.0—includes changes that would help workers on the journey to financial wellness. Read how we’re supporting new legislation that would enhance opportunities to live and save for in retirement.
A new Nationwide Retirement Institute survey examines how Americans are thinking about and planning for health care costs in retirement, and what they may or may not be doing now to set themselves up for a more secure retirement. Watch an Extraordinary Conversation featuring John Carter, President of Nationwide Financial, Kristi Rodriguez, Senior Vice President of Nationwide Retirement Institute, and Ramsey Alwin, CEO of the National Council on Aging, discussing the survey data and its implications for Americans planning for health care in retirement.
Planning for healthcare in retirement is likely one of your clients’ top concerns. Medicare planning is a crucial component of that healthcare and consequently should be a critical part of any comprehensive retirement income plan. Providing your clients this valuable insight will demonstrate your value and distinguish your practice in a crowded marketplace.
Medicare is a personal health decision and can be different based on your clients’ personal needs. Here you will find questions that your clients should be ready to ask their benefits coordinator and/or Medicare broker as they begin the Medicare decision making process.
Understanding what Medicare does and does not cover allows beneficiaries to plan for healthcare costs, as well as determine how to pay for certain healthcare services that they may want or need in the future. While Medicare usually pays for acute care services, coverage for treatment of chronic conditions is not certain. However, our resources help Medicare beneficiaries take full advantage of all healthcare services that Medicare does cover – some of which are totally free!
You are eligible for Medicare coverage beginning on your 65th birthday, but if you continue working past age 65 and still have health insurance through your employer, you do have options.
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