30 11, 2019

3 Tips for Caregivers: Don’t Forget to Take Care of Yourself

If you’re in your 50’s, 60’s, or 70’s, you probably watched your parents age and maybe took on caregiving responsibilities. In fact, about 34 million U.S. adults provide unpaid care to an adult over the age of 50, usually a parent.[1] Whether you’re working full-time, part-time, or are retired, this can be time consuming and [...]

11 11, 2019

4 Reasons to Plan for Long-Term Care Costs

There’s a 70% Chance You’ll Need Long-Term Care We can all celebrate an increasing life expectancy as we look forward to our golden years. In 1950 the life expectancy for American men was 65.6, and for American women was 71.[1] Now it’s 76.3 for men and 81.4 for women. Of course, many people live to be older [...]

14 10, 2019

Reviewing Your Healthcare Needs in Retirement

Your healthcare needs can change in retirement, as can the way you pay for them. At 65, most Medicare beneficiaries must start navigating a new system. If you are or will be a Medicare beneficiary, one important date that should make it onto your calendar is October 15th. This is the beginning of the Medicare [...]

1 02, 2019

Benefits of Pairing Your IRA with a Health Savings Account

Healthcare costs can skyrocket in retirement, and Medicare only covers so much. A Health Savings Account (HSA) allows you to set aside pre-tax money to pay for qualified medical expenses like deductibles, copayments, and coinsurance to help cover your healthcare costs. An HSA is a great retirement planning tool, especially when paired with an IRA [...]

13 11, 2018

Long-Term Care Myths

November is long-term care awareness month. This month it’s especially encouraged for you to start planning for long-term care, or to update your plans according to your lifestyle. If you are in or approaching retirement, long-term care is probably something that is on your mind frequently, because there’s a lot of myths revolving around it. [...]

2 02, 2016

Maintaining Your Financial Health

Early on in life we begin to be educated on ways to incorporate healthy habits into our lives. As a child I can recall being taught in school the proper nutrition guidelines from the government. It’s evolved so many times it’s hard to keep track whether it’s still a pyramid or has been changed to [...]