Watch Phil Capriotti on The Wealth Council
Sundays @ 1PM on Fox Business
View >>
Retirement is no longer viewed as simply “stopping work.” For many individuals and families, retirement is about creating freedom, protecting the lifestyle they’ve worked hard to build, and gaining peace of mind
In today’s unpredictable financial environment, many retirees and pre-retirees are searching for ways to protect their savings while still maintaining the opportunity for growth. One financial tool that continues to gain attention
When people hear the words “retirement planning,” many immediately picture someone in their 60s preparing to leave the workforce. The reality is very different. The most successful retirement strategies often begin decades
Key Points Your Initial Enrollment Period (IEP) is a seven-month window surrounding your 65th birthday, allowing you to enroll in Medicare Parts A and B. Your Medicare start date depends on when
Key Points Original Medicare allows beneficiaries to see any provider nationwide who accepts Medicare. If you have a Medigap plan, you can still see any provider that accepts Original Medicare, while Medicare
Key Points Unfortunately, seniors can be a prime target for scammers, and many will try to trick seniors into falling for their Medicare scams. Scammers use several different tactics to try and
Retiring soon and wondering what to do with your health savings account (HSA)? You’re not alone – many people find the rules around HSAs and Medicare to be confusing. Here’s what you
Learn how to navigate the system to get the best coverage for your loved one Medicare can be complicated when you’re making your own health care decisions, but it has an extra
Many people assume that their family members would automatically be able to make decisions about medical treatments if they were to become incapacitated. But rules vary greatly from state to state. In
Discover 6 ways to access care fast, even if your doctor is busy. Hint: You may not need to go in person. Doctors’ offices are busier than ever these days. Sometimes it
A bumper crop of revisions, including a stronger drug benefit, means the plan you enrolled in for 2024 may not be the best fit next year. Americans on Medicare will see big,
Big changes to Medicare plans are in store for 2025 as open enrollment is underway. Medicare is a federal health insurance program for older adults ages 65 and older. Open enrollment for
Key lessons learned from the 2025 Medicare Annual Enrollment Period (AEP); plus actionable strategies for Medicare Advantage plans looking to improve member experience and reduce costs. 2025 is set to be a
“How much can I expect to pay out of pocket for Medicare coverage?” It’s something you might be wondering if you’re age 65+ or about to turn 65. Medicare expenses are a
Key takeaways: The Medicare Part D coverage gap known as the “donut hole” will end in 2024. As of January 1, 2025, Medicare Part D plans will have a $2,000 out-of-pocket limit.