From healthcare costs to retirement age, your physical well-being plays a major role in your financial future. Most people don’t immediately connect physical health with financial planning — but the two are deeply intertwined. Your current health, family medical history, and lifestyle habits can all affect everything from how much insurance you need… to when you can retire… to whether …
Long-Term Care Costs & Choices
You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care. When people hear “long-term care”, they often think of a nursing home. But there are a broad range of health services and providers that fall under the long-term care category. Nursing homes and …
Advance Health Care Directives
Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions is an important step for you, your family and/or loved ones. In the event of a major health event, where you may be unable to communicate, an advance health care directive provides medical instructions that reflect your personal values and …
Facing the Complexities of Medicare
Understanding the basics of Medicare A, B and D will help you take necessary steps on schedule. It will also help you deal with problems in the system when you must. Begin the enrollment process in advance of your 65th birthday, or immediately after any other qualifying event, in order to become eligible for benefits as soon as possible. Retirement …




