If you are already enrolled in Medicare or a Medicare Advantage Plan, your opportunity to modify your coverage is during the Medicare Open Enrollment period. The Medicare Open Enrollment period for 2020 is from October 15th to December 7th. If you make no changes, your current coverage will continue through 2021.
For more information on Medicare Open Enrollment, click here to review Sixty-Five Incorporated’s Medicare 2020 Open Enrollment Q&A.
If you are not currently enrolled in Medicare, this does not pertain to you. If you are approaching age 65 and Medicare eligibility, you will enroll through your specific Initial Enrollment period.
Please feel encouraged to reach out to your Advisor for support. If we don’t have the answers to your questions, we will be with you in the journey to find them.
This report was prepared by Donaldson Capital Management, LLC, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information in these materials are from sources Donaldson Capital Management, LLC deems reliable, however we do not attest to their accuracy.
An index is a portfolio of specific securities, the performance of which is often used as a benchmark in judging the relative performance to certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the performance shown. Past performance is not a guarantee of future results. The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by Donaldson Capital Management, LLC.
S&P 500: Standard & Poor’s (S&P) 500 Index. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure the performance of the broad U.S. economy through changes in the aggregate market value of 500 stocks representing all major industries.