fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only

Healthcare In Retirement Issues

Will Healthcare Change As I Transition Into Retirement?

There are a lot of moving parts involved when deciding what health insurance is most appropriate for a client nearing retirement. This is especially true for clients who may not be ready to apply for Medicare.

To help make this analysis easier, we have created the “Will Healthcare Change As I Transition Into Retirement?” flowchart. It addresses common health insurance-related issues for clients who are evaluating their healthcare options in retirement, including:

  • Medicare considerations
  • Expected retirement age
  • COBRA coverage options
  • Employer-sponsored health plan options
  • HSA coordination
Related Guides
Checklist
Health And Life Insurance Policy Issues
Category: Insurance Planning, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Flowchart
Early Retirement Health Insurance Marketplace Issues
Category: Insurance Planning
For Premier Members only For Premier Members only
Flowchart
Medicare Part A & Part B Eligibility Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Part B & Part D IRMAA Surcharge Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Enrollment Penalty Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Automatic Enrollment Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Open Enrollment Decisions
Category: Insurance Planning, Client Meetings & Client Service Calendar, Retirement/Decumulation
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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