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Financial & Insurance Health Check

RBF Retirement Solutions shares the importance of reviewing policies annually

The beginning of a new year provides the perfect opportunity to plan for the future, specifically when it comes to finances and insurances. Frank and Danyel DiCicco of RBF Retirement Solutions have guided many clients through the intricacies of long-term planning through insurance and retirement savings protection strategies and they genuinely enjoy meeting with clients to make a difference in their lives. “It is so fulfilling helping our clients better plan how to prevent catastrophic financial costs that we can successfully help them prevent,” shares Danyel.

Together, they have compiled a few simple steps to take each year to ensure the best long-range retirement plan plus immediate and future protection for you and your family. 

First, understand the differences between permanent and term life insurance policies and Long Term Care policies you may currently have, and review those policies annually to make changes if necessary. By implementing the appropriate plans early enough in life, young and older adults can secure a healthy financial future for themselves, their children, and their grandchildren while planning for unexpected life events.

Second, consider investing in annuities which will provide guaranteed income and sustained financial growth without the volatility of the market or money loss.

Third, review Medicare benefits annually to ensure the best coverage for your specific situation. Whether you have Original Medicare with a Supplement and Drug Plan or an Advantage Plan, it is crucial for you to review these plans every year to ensure they are still the best solution for you. For new Florida residents, your current Medicare Drug Plans or Medicare Advantage Plans that worked in other states may not be applicable in Florida.   

Danyel was also recently appointed to the Sarasota County Senior Advisory Board and to receive her guidance on navigating any of these areas, schedule a free consultation by visiting rbfretirementsolutions.com or call (941)400-1333.

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