Medical Expenses and Long-Term Care

The ability to lock in premiums with a lump-sum payment invites complicated questions about opportunity cost.

A dedicated portfolio bucket can help retirees self-fund future care. Here’s how much to set aside, how to invest it, and where to hold it.

An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.

Nervous about long-term care? Two retirement experts talked with Christine Benz about the fears and realities of this retirement risk, and how to prepare.

Not having kids can change how you save, spend, and plan for your postwork years.

The home that’s served you well for decades can work against your health, finances, and social connections, a longevity expert says. Here’s how to tell if it’s still the right fit.

These are the financial decisions that matter most for singles planning retirement.

The financial planner and author talks about building a strategy to endure the ‘retirement red zone’ and avoid underspending.

If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind.

Troubleshooting a risk factor that’s the ‘elephant in the room’ for retirement planning.

This common healthcare cost can catch retirees off guard, and Medicare offers little protection. Here’s how to plan for it.

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

Talk to them about finances, estate planning, and living arrangements.

Making choices to harness HSAs’ prodigious tax benefits.