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Guides & Checklists

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Navigating Medicare Guide

Navigating Medicare correctly is of paramount importance due to its impact on healthcare access, financial stability, and overall well-being. Here are some key reasons why understanding and effectively utilizing Medicare is crucial:

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  • Healthcare Coverage: Medicare provides essential health coverage for individuals aged 65 and older, as well as some younger individuals with disabilities. Navigating it correctly ensures that beneficiaries receive the necessary medical care and treatments they need.

  • Financial Security: Medicare helps protect seniors from the potentially crippling costs of healthcare services. Properly managing Medicare can prevent unexpected and exorbitant medical bills, preserving financial stability during retirement.

  • Maximizing Benefits: Understanding the different parts of Medicare (Part A, Part B, Part C, and Part D) allows beneficiaries to select the right plan for their needs. This can include choices about prescription drug coverage and supplementary policies, maximizing the benefits available to them.

 

Get our Navigating Medicare Guide today.

A will and trust are important legal documents that provide instructions for the distribution of your assets after your passing.

 

Reasons why it's critical to ensure they are setup correctly include:

  • Making sure your assets will be distributed after your death, ensuring that your wishes are carried out

  • Minimize disputes among family members 

  • Reduce the potential of estate taxation

& much more.

 

Get our 10 Step Checklist To Make Sure Your Will & Trust Are In Alignment With Your Wishes & Desires.

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Your Will & Trust Should Align With Your Financial Plan

Questions? Schedule a call with me:

Contact

Toll-free (800) 334-0734

Fax: (208) 692-3268

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126 S. Coleman Street
Carrollton, GA 30117

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john@financialguideposts.com

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies.

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Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Sequent Planning is wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning.

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This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online

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at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381

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