Medical Expenses and Long-Term Care

Understanding cost, care, and complexity when deciding where to age.

An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices. 

You already manage risk at the portfolio level. Here’s how to protect the other parts of your financial plan.

The author and retirement expert shares a punch list for near-retirees, how to play catch-up on retirement savings, and why she has changed her mind about long-term-care insurance.

Precise planning is critical to keep high-income retirees off costly IRMAA cliffs.

We examine two risks for retirement spending: unanticipated early retirement and big long-term care outlays at the end of life.

Working in retirement can strengthen financial security, but it can also trigger higher taxes.

Higher retirement plan contribution limits, changes to Social Security benefits, a new senior deduction, and more.

Here are the tax-related dates and data that should be on your calendar in the new year.

Why people are turning to their friends, family, and financial planners to find their way of aging successfully.

The author, speaker, and family caregiver on aging successfully, new options for housing later in life, navigating family relationships, and more.

Power of attorney can feel like fighting an uphill battle, but here is how families can plan to manage their loved ones’ finances when it’s time to take the keys.

Higher Medicare premiums may offset a raise for retirees.

The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.

Learn whether you’re eligible and how to make the most of their powerful tax advantages.

Set yourself up for success as the year winds down.

Investors have a valuable escape hatch if their employer-provided HSA comes up short.

HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.

For high-income investors, the high-deductible healthcare plan/HSA combo is close to a no-brainer.

If you’re signing up for employer-provided benefits, don’t just re-up for last year’s choices.