Smart Planning for the Future
September 2nd, 2022
Preparing for the future – both the expected and unexpected – is an important part of financial wellness. ZOLL provides benefits like life and AD&D insurance and disability coverage to protect your income and your loved ones when the unexpected happens.
It’s helpful to know what documents to keep for any situations that may arise. CAPTRUST makes it easy with The 25 Documents You Need.
September 9th is National 401(k) day! Your 401(k) Savings Plan helps you plan for the future, the way that you want your retirement to be. ZOLL also contributes to your 401(k) to help your savings grow. Did you know, saving just 1% more can help your savings soar, especially if you make it a habit to increase your savings rate regularly. Fidelity offers The Power of Small Amounts Tool to see how you can grow your money. Learn more.
And, when that time comes, understanding your Medicare options will help you choose the right coverage for retirement.
Make the Right Choice
With so many options, choosing the right Medicare plan can be confusing. Doctor’s Choice makes the transition to Medicare easy. Whether for yourself or a loved one nearing retirement, Doctor’s Choice is here to break down the options, so you can make the best decisions based on your lifestyle, health status, and budget.
Not sure where to start? Watch this Doctor’s Choice webinar to learn more.
Mark Your Calendars
Medicare Open Enrollment is starting next month. From October 15 – December 7, you can enroll in Medicare, switch plans, or drop coverage. Any changes you make will be effective on January 1. Learn more about Medicare Part D:
Medicare Part D Form
Medicare Part D Creditable Coverage Notice