Understanding Medicare Options
Turning 65 soon and not sure about your Medicare Options? Still working with benefits and wondering whether to enter Medicare while still working? Have questions about your existing Medicare coverage?
Build A Legacy of No Regrets
Because "65" is not just a birthday. It's a season of life.
A nonprofit educational resource to help Seniors and their families understand and navigate taxation during retirement, complex social programs and benefits.
You have a lot of decisions to make–whether it's getting control of your retirement tax bill, how to enter or manage Medicare, choosing among dozens of strategies for claiming Social Security retirement benefits, or dealing with the issues related to helping a loved one with the need for Extended Care. And it's not unusual to have deal with several of these issues at the same time.
It can feel overwhelming and intimidating. We’ve been down this road ourselves, and have helped many others find the solutions that make sense to them and their families.
Safe At 65™ is a non-profit educational resource to help you understand and navigate the maze. We’ll provide the information and guidance you and your family need to be confident that you’re making an informed decision that’s best for you, because there are no cookie-cutter solutions, no one-size-fits-all....
So you can get back to enjoying the most important people in your life and building a legacy of no regrets.
We've got you covered.
Social Security Benefits Timing
Did you know there are dozens of strategies for timing Social Security Retirement benefits, and that there are potentially four streams of income available? Do you know which one is best for you?
The Extended Care Gameplan©
Do you know that 2 out of 3 people who live past age 65 will need help with routine daily activities? Are you facing this situation with a loved one and unsure about how to get the answers you need?
Taxes in Retirement
Most people assume--rightfully so, based on history--that income tax rates will be lower during retirement than they were during our earning years. But what if that's no longer true? What if the tax rate is higher when we access our nest egg than the tax rate was when we got the deduction?
Our Process
Step 1
Schedule a Virtual or Face-to-Face meeting.
Step 2
Our initial complimentary consultation will determine how you can best utilize us as a resource
Step 3
We’ll design a custom solution that’s best for you and your family
See what our clients are saying.
”Danny spent a lot of time asking me questions about my personal situation, took notes, and got busy! He made the whole process seamless, then he showed me my options, made comparisons, and helped me make an informed decision that fit my personal situation. On my own, everything looked like a foreign language. Danny answered my questions in layman’s terms, which made the options easy to understand, and made my decisions process much quicker.”
Gerald, Memphis, TN
“There are so many choices regarding each plan. Any one of them could be ok, but Danny took the choices available and compared them on a long-term basis. Many that looked fine initially looked different when he did that. There are so many plans and so many different options…he tailored a program to fit me. I consider Danny Loe to truly be an expert in his field…I highly recommend him! He gives you answers and leaves you with peace of mind.”
Susan, Memphis, TN
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