Speakers
Marcia Mantell, RMA®, NSSA®, EPA®
About this event
Medicare Open Enrollment runs from October 15 through December 7, and the choices you make now take effect January 1, 2027. Do you know what’s changing for next year and what to review before the window closes?
2027 brings several notable changes, especially for prescription drug coverage. A temporary federal program that helped hold down premiums for stand-alone Part D plans is ending, the Part D deductible and out-of-pocket cap are both going up, and many people may see fewer Medicare Advantage plans available in their area.
At Milestone Financial Planning, we want to help you understand what’s changing, what to look for, and what to consider when reviewing your coverage. This live session is open to everyone and especially relevant for those already on Medicare. If you’re 55 or older, it’s also an opportunity to get a head start on understanding your options before you enroll.
Join us for a conversation with Marcia Mantell, RMA®, NSSA®, EPA®, as she walks through this year’s Open Enrollment season.
In this session, we cover:
• What to expect for 2027 Part B premiums and IRMAA surcharges, including how your 2025 income affects what you pay
• Part D changes for 2027, including the higher deductible and out-of-pocket cap, and the end of the Part D premium stabilization program
• How Medicare Advantage plan availability and costs are shifting
• What you can and cannot change during Open Enrollment
• Comparing Medicare Advantage with Original Medicare plus a Medigap policy
• An action plan for reviewing changes that may affect your 2027 budget
Reviewing your coverage each year can help you avoid surprises when the new plan year begins.
Event Contact
Disclaimer:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
