Plan for Health and Wealth in Retirement
The Health Wealth Connection, offered by Oswald Companies at no cost to employees, provides personalized guidance on retirement planning, financial wellness and health insurance options. Through their support, you can better navigate decisions about Medicare, savings, and long-term financial goals.
The Health Wealth Connection is a Medicare and Retirement Financial planning benefit provided by Oswald Companies to all Olympic Steel employees, at no cost to the employee.
Planning for retirement can be confusing and it’s important to understand all the options available. The Health Wealth Connection provides information about saving for retirement, managing money in retirement and your health insurance options in retirement. Advice through this service can help you work through planning your parents’ retirement or estate planning, too.
HEALTH
Quality, affordable health insurance is central to not only your physical well-being, but also to your financial well-being. Oswald can help with customized healthy insurance recommendations suited to your needs and your budget. You will receive personalized attention from a health insurance specialist who will provide answers to your questions about the health insurance puzzle.
Based on the age you’ll retire, here are questions to consider:
- Working after 65 – Is the health insurance provided by your employer the best choice or should you consider Medicare?
- Retiring at 65 – Which Medicare option is best for you?
- Retiring younger than 65 – You’ll still need health insurance. Do you know where to get the coverage that’s best for you?
WEALTH
Oswald designs customized action plans to meet your unique needs, including financial planning, retirement readiness and individual investment solutions. We will review your goals and objectives on an ongoing basis to make sure you are on track and that the services they’re offering are proactive.
Whether you have questions about your 401(k), IRA, brokerage or other retirement and financial planning concerns, Oswald advisors can provide advice tailored to your needs.
Licensed and credentialed specialists will take the time to explain your choices and set you on the right path to a successful retirement. Get started today by calling 877.238.5920 or read more at SteelPerks.com.
