Don’t Settle for a Subpar Health Savings Account
Investors have a valuable escape hatch if their employer-provided HSA comes up short.
Medical Expenses and Long-Term Care
More on Medical Expenses and Long-Term Care
What Happens to Your HSA in Retirement?
HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.
How to Take Full Advantage of an HSA This Open Enrollment Season
For high-income investors, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
A Checklist for Open Enrollment Season
If you’re signing up for employer-provided benefits, don’t just re-up for last year’s choices.
HSA vs. FSA: How to Choose One
Get to know the differences between them and find out which one is right for you.
What Can My HSA Be Used For?
Use your health savings account to cover these healthcare costs.
5 Ways to Protect Clients From Catastrophic Risk
Advisors must help clients see insurance not as a sunk cost but as essential protection.
A Federal Backstop for Long-Term Services and Supports Could Change Retirement Outcomes
Our research shows the WISH Act could boost rates of retirement-income adequacy by over 30% for those who qualify.
Is Novo Nordisk Stock a Buy After its Share Price Collapse?
Novo faces tough competition from its main US rival and cheaper copycat obesity drugs.
Does Long-Term-Care Insurance Add Up?
Purchasers of long-term-care insurance have gotten slammed with premium increases. What to know if you’re considering it.
Biopharma and US Policy: Tariffs Increasingly Manageable; Medicaid Pricing Policy Looks Unrealistic
No changes to fair value estimates and wide-moat take on Roche, Novo Nordisk, and Eli Lilly.
Is a Continuing Care Retirement Community Right for You?
These facilities offer lifestyle benefits and access to a full spectrum of potential care needs later in life, but the costs can be steep.
Medical Loans and Medical Credit Cards: What to Know Before You Sign Up
Could this short-term financial fix scar your credit?
How Much Should You Budget for Long-Term Care?
Home-based care is more expensive than it looks.
4 Ways Trump’s New Tax Law Will Affect Older Americans
The bill may have tax sweeteners, but it will also limit healthcare affordability and access to long-term care.
The Hidden Crisis in Long-Term Care
How to protect your loved ones from unnecessary hardship.
A Perfect Storm Is Poised to Raise Long-Term Care Costs. Here’s How You Can Get Ahead of It
Six options for funding long-term care.
Video: Plan Carefully for Long-Term Care
Retirees should regularly assess their potential need for custodial care and how to fund it.
If You Want Medicaid to Cover Long-Term Care, Get Ready to Hire a Lawyer
How to navigate waitlists and state-to-state differences in coverage, and where to find caregivers in a high-demand environment.
Rosanne Corcoran: Caring and Support for Family Caregivers
The host of ‘Daughterhood the Podcast’ reflects on long-term care in the US, the role of family caregivers, and implications for their health and wealth.
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