LTC: Why You May Need It
Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically ill or disabled individuals. […]
February 2025
September 2024
4 Reasons Your Retirement Needs a Healthcare Strategy
As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A […]
June 2024
Answers to Your Questions About Healthcare in Retirement
When planning for retirement, it’s essential to consider the potential medical expenses that come with aging. Here are some key questions we get a lot when we […]
May 2024
The Basics of Planning for Healthcare in Retirement
Most couples will spend about $315,000 on healthcare in retirement.[1] Let that number sink in. Do you have a plan for how you’re going to manage costs […]
March 2024
Here’s What Medicare May Not Cover…Are You Prepared?
You may think that Medicare covers all of your medical expenses when you retire…but it doesn’t. We often see clients who have a really solid retirement plan […]
January 2024
Long-Term Care Costs Could Hurt Your Savings… But You Have Options!
Chances are you haven’t factored long-term medical care into your financial plan. Two out of every three baby boomers don’t have any plan in […]
October 2023
Don’t Forget that Medicare Open Enrollment is Here!
From October 15 to December 7, Medicare has an open enrollment period.[1] This is the time when you can change your health plan and prescription drug coverage […]
May 2023
Healthcare in Retirement: The Basics
Healthcare insurance is a crucial aspect of managing one’s health and finances. Understanding its basics can help individuals make informed decisions to help them stay healthy without running into unexpected […]
October 2022
3 Questions You May Have About Medicare
With market volatility and inflation affecting people’s finances, talk about investment strategies and portfolio longevity seems to dominate retirement planning conversations. But one of the most important aspects […]
October 2021
How Will You Want to Receive Long-Term Care?
There is a shift away from providing long-term care services in hospitals and nursing homes to providing care in individuals’ homes. This was happening before the pandemic, […]
