Healthcare Planning & Early Retirement: A Guide for Financial Advisors

Caribou Team
February 20, 2024

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In the context of healthcare planning, early retirement means anyone who retires before the age of 65. This is because 65 is when individuals qualify for Medicare benefits, the main health insurance option for retirees. Since 51% of Americans retire between the ages of 60 and 65, before they are eligible for Medicare, this leaves a potential gap in how they mitigate the financial risks related to healthcare costs.

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In this free guide, we share important cost data and health coverage solutions so you can ensure your pre-65 retiree clients get the retirement they’ve been planning for.

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