Skip to main content
Upcoming Event
Savvy Social Security Planning
Mar 29, 2025 at 8:00 am - 9:00 am
Mar 29, 2025 at 8:00 am - 9:00 am
Contact Us
855-742-7526
Site Search
        • ACTIONS

          Join Our Daily Newsletter

          Daily Market Commentary

          DMC- Subscription - Mega menu Invest

          This field is for validation purposes and should be left unchanged.
        • ACTIONS

          Join Our Daily Newsletter

          Daily Market Commentary

          DMC- Subscription - Mega menu retire

          This field is for validation purposes and should be left unchanged.
        • ACTIONS

          Join Our Daily Newsletter

          Daily Market Commentary

          DMC- Subscription - Mega menu Insure

          This field is for validation purposes and should be left unchanged.
        • ACTIONS

          Join Our Daily Newsletter

          Daily Market Commentary

          DMC- Subscription - Mega menu benefits

          This field is for validation purposes and should be left unchanged.
Connect With Us
Insure Solutions

Medicare
RETIREE HEALTHCARE COVERAGE ON YOUR TERMS

Find the right Medicare healthcare options for your lifestyle and budget.

Need Medicare Insurance Coverage? RIA Has You Covered

Understanding Medicare choices, enrollment deadlines and costs are essential to a retiree’s overall standard of living in retirement.

The wrong choices can cost thousands of dollars in lost benefits and ongoing penalties.

At RIA Advisors, we help you make sense of the Medicare plan’s “alphabet soup”. We partner with you one-on-one and provide online resources to help you secure the healthcare insurance choices that are right for your lifestyle and budget.

For a concierge approach and education from an RIA licensed representative.

What Medicare Insurance Offers

Medigap Coverage: Designed to meet the deductibles co-payments for Medicare Parts A & B Original Medicare.

Medicare Advantage: All-inclusive Part C which can also cover benefits such as vision and dental.

Part D Drug Coverage: Selection of the best plan based on your overall needs and current medications.

Transitioning to Medicare? Watch this informative video.
Get your Medicare coverage here

How to search the site to shop for the best coverage for your needs:
Learn more

RIA 7 financial planning rules

  1. Take a holistic approach. Proper planning integrates all assets, liabilities and sources of income.
  2. Don’t discount Social Security strategies. Take steps to maximize the benefits you have earned. Coordinate Social Security withdrawals with those of other accounts to minimize the impact of taxes.
  3. Healthcare costs including Medicare and senior housing options must be included in the planning process.
  4. Successful plans are grounded in financial self-awareness which includes prioritizing needs and wants.
  5. Conversations with loved ones and friends about the aspects of your financial plan are important. Make sure your estate, gifting and future housing intentions are clearly communicated. Let your RIA Advisors team facilitate the discussions.
  6. Don’t Get Fooled By Averages. The financial markets do not return 8% a year. A realistic financial plan includes variability in returns, including losses, over time.
  7. Accountability Matters. A financial plan not followed is not a financial plan at all. Long term financial goals need to be broken down into monthly objectives and you and your advisor are accountable in meeting those objectives. (It is easier to achieve a savings goal of $500/month versus $6000/year).

Never miss our content again!

Subscribe Now

Daily-Market-Commentary
the-bull-bear-report