Article Planning for Long-Term Care By Vanessa Carter-Witt — February 7, 2022 This week’s reader question is about long-term care insurance: The cost of long-term care continues to rise—is it worthwhile to maintain this type of insurance? What are my options? Senior Financial Planner Vanessa Carter-Witt, CLTC®, had this to say: Many people consider letting their long-term care policy lapse or … Read Morekeyboard_arrow_right
Article 5 Medicare Enrollment Mistakes to Avoid October 22, 2021 Since its 1965 inception, Medicare has been an essential component of a successful retirement. Yet, as we’ve noted, navigating its complexities can be frustrating. Here are a few common mistakes to avoid: Opting for COBRA after retiring at age 65 or older. COBRA—the Consolidated Omnibus Budget Reconciliation Act—gives you … Read Morekeyboard_arrow_right
Article The ABCs of Medicare October 15, 2021 All of the talk of inflation this week came with one bright side for retirees: Social Security benefits, tied to inflation, will increase 5.9% next year—the biggest bump in 39 years. Where might that extra income be spent? Health care is one option. We recently wrote about Medicare’s Annual … Read Morekeyboard_arrow_right
Article Fine-Tuning Your Medicare Coverage October 1, 2021 Medicare—federal health insurance coverage for people 65 and older—is a pivotal part of your retirement plan. With the Annual Election Period (AEP) fast approaching (it runs from Oct. 15 through Dec. 7), Medicare recipients must decide whether to make changes to their plan. But consumer beware: The devil is in the details. … Read Morekeyboard_arrow_right
Article Early Retirement, Part 2: Health Care Updated: February 28, 2022 Continuing your health coverage can be a snap if you retire from full-time work after you hit age 65—simply switch from your employer-based plan to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here … Read Morekeyboard_arrow_right
Article Health Care for Early Retirement August 21, 2020 If you plan to work until age 65, continuing your health coverage can be a snap—simply switch from your employer-based plan over to Medicare. (For details, check out our podcast on Medicare planning.) But how do you handle health insurance if you want to retire earlier? Here are … Read Morekeyboard_arrow_right
Article Health Care Allocation in Client Portfolios November 19, 2019 In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt above and … Read Morekeyboard_arrow_right
Podcast Medicare Made Simple December 5, 2018 Interview with Victor Colella, Andrew Busa and Brad Sharp A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three experienced financial planning professionals, cover everything you need to know about … Listen Nowkeyboard_arrow_right
Podcast Health Savings Accounts—Triple Tax-Advantaged Investing October 11, 2018 Interview With Andrew Busa, Victor Colella and Kari Wolfson Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management strategy.Listen Nowkeyboard_arrow_right