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Healthcare Planning

Protecting your health & wealth.

Take stock of your resources, read up on your options. Here, you’ll gain insights on common strategies to help you take advantage of the best ways to fund your healthcare needs today and in the future.

2025 Medicare and Social Security Cheat Sheet
2025 Medicare and Social Security Cheat Sheet

Social Security and Medicare are two important benefits that have lots of rules and limits . With regards to Social Security, many people have questions regarding what age benefits are available, how much is taxed and the various limits 

The Essentials of Medicare
The Essentials of Medicare

As we approach age 65, most of us will confront the task of navigating Medicare’s alphabet soup of options. And we may be even more confused by the dizzying array of television commercials, emails, and unsolicited phone calls that offer health care nirvana if only you’ll dial their 1-800 number.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.  They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY