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Hybrid Long-Term Care Insurance Policies

Attempts to combat concerns about traditional long-term care insurance have resulted in combination or hybrid products using an asset-based approach to fund long-term care.

The Continuum of Long-Term Care

Many receive long-term care at their homes or at community centers or adult day care centers. Institutionalized living is not always required, and proper long-term care planning may allow one to remain at home longer than otherwise possible.

Costs and Incidence of Long-Term Care

How likely is a person to experience a need for different types of long-term care? This is a challenging question and it is hard to find good answers.

Tax Considerations When Delaying Social Security

Delaying Social Security can potentially contribute to an overall tax strategy for retirement. Every case is different, but generally speaking, when you add taxes to the mix, the case for delaying Social Security becomes even stronger than usual.

Protecting Your Assets and Making Your Wishes Known

A lot of things get lumped under the broad title of estate planning. Not only are you arranging the financial aspects of your estate, but you’re letting everyone know your intentions regarding healthcare and any other wishes you may have. This process is exactly the same before and after retirement; the only difference is that […]

Organizing Your Finances After a Chronic Illness

Chronic illness is life-changing. When it comes to medical expense coverage, you might be looking at new regulations on the kinds of treatments available to you, the physicians you meet with, and the hospitals that are covered. Unfortunately, the older you get, the more likely a chronic illness becomes. The statistics are staggering: 90 percent […]

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Travel in Retirement:

New Options and Opportunities

Hosted By

Dan Veto, CSA

Tuesday, July 23rd

1:00 - 2:00 PM ET

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