A Medicare Story! (Turning 65)

 

Dear Retirement is here to help! We offer free consultations to anyone who is feeling confused about transitioning to Medicare. Our service is completely free. Enjoy our fictional story. 

 

“Okay, so I’m turning 65 this year and I don’t know what to do,” said John to his friend at the bustling restaurant. “I’ve been hearing a lot about Medicare. I’m getting all this mail and the phone calls lately have been raising my blood pressure. Man, I don’t even know where to start.”

 

“That’s an easy one,” replied Brenda his jovial friend mid-bite. “My dad is in his 70s and he’s always talking about how confusing it is. But don’t worry, there are people out there who can help you figure it all out.”

 

And with that, Brenda slid John the business card of Ernest & Lauren Mitchell advisors at Dear Retirement. She said, “ you can trust the Mitchells and their team. They’ve helped my entire family. They answer the phone when you call and more importantly they take the time with each client.  That’s important. You always need to know how your plan works and which program is right for you.

 

You could almost hear the relief as John grabbed the card and sipped his drink. On the way home, John called and set up a meeting. He was immediately pleased and felt that he made the right decision as they went over all his options. In the end, John decided on a plan that was perfect for him. He was happy to have someone helping him through the process. Relieved and satisfied. He thought to himself,” Now, I just need to convince my wife to let me take flying lessons.”

 

If you’re turning 65 this year and are feeling just as lost as John was, don’t worry! You can always reach out to an advisor at Dear Retirement for help. Just like John, you deserve to have someone in your corner who can help you make the best decision for your retirement.

 

Contact us today!

Ernest Mitchell
Principal
Dear Retirement, Inc.
When Ernest isn’t creating amazing life long plans for his clients he’s spending quality time with his wife, Lauren, and their kids.