Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • Rebecca Semper CFP®, CTFA
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      • Emily Arnold
      • Ian Boehme, CFA, IACCP®
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Oct 31 2016

How to Prepare for Healthcare Costs in Retirement

Healthcare is one of the biggest and most unpredictable line items to prepare for in retirement. Medicare kicks in when you turn 65 however there is a big gap in what Medicare covers vs. the coverage you’re used to from your employer’s group plan.

Healthcare Costs in Retirement

For a couple retiring in 2015, Fidelity Investments reports that they will need to have an additional $245,000 in savings to cover their healthcare costs in retirement.

[Read more…]

Written by courtney mersereau · Categorized: FINANCIAL PLANNING, OREGON, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, HEALTH, HEALTH SAVING ACCOUNT, HEALTHCARE COSTS, LONG-CARE CARE, LONG-TERM CARE INSURANCE, MEDICARE, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

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Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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  • 4380 SW Macadam Avenue, Suite 350 Portland, OR 97239
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