ЖУРНАЛ ДЛЯ ЧАСТНЫХ КЛИЕНТОВ

Блог о финансах и пенсии | Sovereign Wealth
Management

О рынках, пенсии и капитале за рубежом — для тех, кто читает вдумчиво, а не бегло.

This seminar is aimed at equipping you with strategies to maximize your Social Security benefits.

Are you ready to secure your healthcare future?

Navigating Medicare can be overwhelming, but Sovereign Wealth Management is here to simplify it for you.

Given the thirst for information regarding Medicare and other healthcare options in retirement, we have prepared the video below — an edited version of our in-person seminar on the topic.

Watch our informative seminar where our CEO Gary Korolev, CFA clarifies many questions about your Medicare options.

Here’s What You’ll Learn

Eligibility Are you 65 or older, or do you have a disability? If you’re a U.S. citizen or legal resident with at least 10 years of work and Medicare taxes paid, you’re likely eligible. You must also have lived in the U.S. for five consecutive years prior to enrolling.
Initial Enrollment Period (IEP) A crucial seven-month window surrounding your 65th birthday. If you’re already receiving Social Security, you’ll be automatically enrolled in Medicare Parts A and B. Part A is free and covers hospital services.
General Enrollment Period (GEP) Missed your IEP? The GEP runs from January to March each year, with coverage starting the month following enrollment.

Understanding Medicare Parts

Part A

Hospital Insurance

No monthly premium. Covers hospital stays, meals, nursing, and medical equipment, with a deductible around $1,600.

Part B

Medical Insurance

Covers doctor visits, outpatient care, and some preventive services. Monthly premiums and coinsurance apply.

Part C

Medicare Advantage

An alternative to Original Medicare, bundling coverage and offering additional benefits beyond Parts A and B.

Part D

Prescription Drug Coverage

The key to complete health coverage — prescription drug plans that close the gap left by Original Medicare.

NOW AVAILABLE

Discover Our Medicare Plans Service

Sovereign Wealth Management now offers comprehensive Medicare plans, including Medicare Advantage and Medicare Supplement. Our mission is to provide personalized, expert assistance — ensuring you make the best choices for your unique needs.

заказать звонок →

About the Author

Gary Korolev brings over 22 years of distinguished experience as a Wealth Manager with premier financial institutions, including Morgan Stanley, Merrill Lynch, and Charles Schwab, building a comprehensive Wealth Advisory practice tailored to the sophisticated needs of high-net-worth individuals, families, and business owners.

His practice delivers integrated wealth strategies spanning investment management, risk mitigation, estate planning, and retirement structuring, addressing complex financial requirements far beyond traditional portfolio management.

By seamlessly combining deep expertise in portfolio oversight, financial planning, and insurance with the specialized insights of CPAs and estate planning attorneys, Gary coordinates a unified approach to wealth growth, preservation, and transfer.

“We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.”

Gary holds a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst (CFA), and maintains professional credentials including the General Securities Representative (Series 7), Combined Uniform State Law (Series 66), and Life, Health, and Variable Annuity licenses.

He resides in Northern Virginia with his wife, son, and daughter, and enjoys spending his personal time with his family.