Retirement Insurance & Health

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  1. Your Wants vs. Needs in Retirement

    Once your retirement needs are covered, you should enjoy your wants.
  2. Sometimes the Less Expensive Option Costs You More

    Sometimes the option that seems less expensive can wind up costing you more in the long run.
  3. Taking Care of the Super Seniors in Our Lives

    Take care of the seniors in your life.
  4. Benefactor

    An individual that provides money or other resources to an individual, group, or organization.
  5. Do You Need Life Insurance During Retirement?

    For many, life insurance is no longer needed in retirement and the money could be used elsewhere.
  6. How to Plan Financially for a Chronic Illness

    Here's why and how to plan ahead financially for a progressive or long-term illness.
  7. How to Maximize the Use of Your HSA

    A health savings account is an often misunderstood financial planning tool.
  8. 3 Steps to Plan for Life’s 'What If?' Moments

    These three steps are crucial when planning for legal, financial and physical health.
  9. Why People Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  10. How Rising College Costs Impact the 4% Rule

    This is how the rising costs of a college education impact the 4% retirement withdrawal rule.
  11. Are You Prepared for Your Parents’ Retirement?

    Dealing with your parents' retirement will be easier if you have a plan ahead of time.
  12. Why a Repeal of Obamacare Could Be a Boon for Wealthy Investors

    If President Trump succeeds in repealing Obamacare, high net worth investors could see a payoff in more ways than one.
  13. Avoid Paying More for Medicare by Planning Ahead

    Use these methods to reduce your retirement income to avoid the income-related Medicare adjustment.
  14. 6 Late-Stage Retirement Catch-Up Tactics

    It's not too late, but if you want to retire comfortably you'll have to be aggressive.
  15. 5 Ways to Protect Your Money in Retirement

    Here are five ways retirees should protect their money during retirement.
  16. 6 Ways to Ruin Your Retirement

    We all look forward to one day leaving the rat race behind and enjoying our golden years. But it's not a sure thing. Check ...
  17. The Priorities of Personal Finance

    Before saving everything for retirement, make sure you're living life now and have insurance in place.
  18. How Obamacare Repeal Could Make Medicare Prices Soar

    Medicare recipients face possible higher healthcare costs through Trump's proposed repeal of the Affordable Care Act.
  19. Chartered Advisor for Senior Living (CASL)

    CASL is a professional designation for financial advisors who have demonstrated a commitment to helping clients who are older ...
  20. Should My Child Be My Life Insurance Beneficiary?

    Don't make the mistake of naming your minor child as your life insurance beneficiary.
  21. Health Savings Account: Your Extra Retirement Funds

    Funding a health savings account for retirement can save thousands of dollars in taxes.
  22. What You Should Know About Medicare Enrollment

    It's important to enroll in Medicare properly to have healthcare coverage in retirement.
  23. 5 Things I Wish I Told My Dad About Finances

    It's hard to overstate the importance of preparing financially for a loss of cognitive abilities.
  24. Can President Trump 'Fix' Social Security?

    Donald Trump’s plan to replenish Social Security goes in a very new direction.
  25. Don't Forget Long-Term Care in Retirement Plans

    Be sure to include long-term care and the expenses it involves in your retirement plan.
  26. Should Retirees Worry About Medicare Under Trump?

    With the Affordable Care Act on the chopping block, there are rumbles that Medicare could be next.
  27. Top 3 Mistakes Retirees Make With Their Finances

    There are several missteps that can prevent your retirement from going smoothly.
  28. 6 Steps to Calculate How Much Life Insurance You Need

    Use these basic calculations for an estimate of how much life insurance you should get.
  29. Financial New Year's Resolutions You Can Keep

    Start the year off right by evaluating your financial health and setting impactful and achievable goals.
  30. What If Your Long-term Insurance Carrier Goes Bust

    When a long-term care insurance carrier goes bust, what happens to policyholders?
  31. 3 Big Medicare Part D Increases You Need to Know

    December 7 is the 2017 enrollment deadline for Medicare Part D. Be aware of these price increases – and how to minimize them ...
  32. 4 Medicare Open Enrollment Mistakes to Avoid

    Avoid these 4 mistakes during the Medicare Open Enrollment period (Oct. 15 to Dec. 7).
  33. Why Quality Health Care Access in Retirement Matters

    When deciding where to retire, be sure to consider the health care available in the area.
  34. Long-Term Care Insurance: A Cost-Benefit Analysis

    Is it a good idea to have a long-term care policy? Here is some data to help you decide.
  35. Some Surprising Risks of Medicare Advantage Plans

    A new study finds disturbing differences in the hospital networks some Medicare Advantage plans provide. Check before you ...
  36. Healthcare Costs in 2018: The Great Unknown

    Trump has promised to repeal the Affordable Care Act and has nominated to his cabinet the perfect man to help. But what about ...
  37. HSAs Could Get a Boost Under Trump

    Health Savings Accounts may become more attractive under a Trump administration. Here's how.
  38. The 3 Best Travel Insurance Options for Seniors

    Searching for senior travel insurance involves making sure that your medical concerns are taken into account as well as the ...
  39. What's Killing Long-Term Care Policies?

    The long-term care insurance industry has fallen on hard times due to these factors.
  40. Medicare Costs to Rise for Most in 2017

    Most senior citizens will see their Medicare expenses rise in 2017.
  41. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  42. Top 4 Unexpected Expenses to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  43. L Share Annuity Class

    The L share annuity class is a common share class offered by a variable annuity that has a short surrender period but with ...
  44. Open Enrollment: 7 Things to Review About Your Benefits

    Many employers allow employees to review their benefits during the open enrollment period that starts in the fall. Here's ...
  45. 8 Ways to Keep the Cost of Senior Care Down

    The cost of senior care today is off the charts. If you haven’t reached retirement age, what can you do to keep expenditures ...
  46. The U.S. Budget’s Ticking Time Bomb

    What will it take to save Medicare and cure Social Security? Robert Reich and Alan Simpson had much to say about both (and ...
  47. Why Universal Life Insurance is a Bad Investment

    Universal life insurance may not be the best investment choice for estate planning. Here's why.
  48. The Costs of Medicare You Need to Know

    Navigating the maze of Medicare is complex. Here's what you need to know about the financial and tax aspects.
  49. Retire Early and Cover Healthcare Costs With Obamacare

    Here's how the Affordable Care Act, or Obamacare, can help you retire early despite the rising cost of healthcare.
  50. How to Help Clients When Their Medicare Policy is Canceled

    Here's how to help clients who receive a letter stating that the Medicare policy they have used until now is being canceled.
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