While most retirees assume Medicare will cover the majority of their medical expenses, out-of-pocket costs for premiums, copayments, prescriptions, and long-term care can quickly add up. In fact, ...

For viewers watching today, if you’re close to retirement or already retired and have saved $250,000 or more, the team at Mattson would like to sit down with you and discuss your goals, where you ...

Discover how much the average middle-class household spends on healthcare after age 65—and why planning ahead is more ...

Since Maggie is in her 60s and still working, it’s unlikely she would meet the requirements for undue hardship if the state ...

How Sibyl Slade, founder and president of IntegriVest Advisors, is talking to her clients about preparing for surprising retirement expenses.

Retiring in the next decade or so? This 8-step checklist helps you shore up your finances, cut costs and maximize Social ...

Discover how to optimize your financial situation by combining health insurance, aligning retirement accounts, and merging other policies after marriage.