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A clear understanding of their financial goals
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A well-defined roadmap for achieving those goals
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Ongoing advice to help adjust their roadmap when their needs change
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Here are some things to consider when weighing potential tax moves before the end of the year.
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How much do you need to save each year to meet your long-term financial goals?