VIDEO: Social Security COLA & Medicare in 2027: Will Your Retirement Income Go Up or Down?

Social Security benefits are getting a cost-of-living adjustment, but does that necessarily mean more money in your pocket?

With Medicare premiums, IRMAA, and Medicare Open Enrollment also in the picture, the math can be more complicated than it first appears.

In this conversation, we discuss what retirees should be paying attention to as they make decisions for 2027, and one mistake that can be especially costly.

If you’re retired or approaching retirement, understanding how these pieces fit together can help you make more informed decisions about your income and healthcare costs.

Watch the full conversation to learn what may be changing and what you should consider before simply staying with your current Medicare plan.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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