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Watch: Medicare Basics: What You Need to Know

Matthew Costigan, CFP®, CPA/PFS


HBKS Wealth Advisors reviews Medicare Basics with HBKS Principal and Senior Financial Advisor Matthew Costigan, CFP, CPA/PFS and Donna Calfo of Calfo Consulting. They will discuss the four parts of Medicare and what you should know before choosing your Medicare coverage, including:

  • Understanding Medicare options and coverage gaps
  • What the four parts of Medicare cover—and what they don’t
  • What you will pay for Medicare coverage
  • How to manage your income to avoid higher Medicare premiums
  • Working healthcare cost considerations into your retirement plan

Download the presentation materials.

We have also included a Frequently Asked Questions document that provides some additional detail to some of the questions asked during the session.

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