Medical Expenses and Long-Term Care

More on Medical Expenses and Long-Term Care

How to Preserve Your HSA Eligibility Beyond Age 65

Retirees may need to delay starting Medicare and Social Security.

How Medicare and Social Security Affect HSA Eligibility

Those 65 and older who want to contribute to a health savings account must plan ahead.

Are the Latest Alzheimer’s Treatments Worth the Cost?

Expert on aging and caregiving weighs in on the state of long-term care in the U.S.

Howard Gleckman: ‘We Pretend This Isn’t a Problem’

An expert on aging discusses long-term care in the U.S., including the toll on caregivers, innovations in Alzheimer’s disease treatment, and the financial ramifications for older adults.

Make the Most of Your HSA Benefits and Investments in 2024

Also, Morningstar’s rankings of the best health savings account providers and a breakdown of the HSA triple-tax advantage.

It’s Time for a Checkup on Your Medicare Coverage

What’s new for 2024, and where to find answers to your Medicare enrollment questions.

What to Look for When Shopping for a Health Savings Account

Pay attention to fees, interest rates, and minimum savings requirements for your HSA.

5 Money Mistakes to Avoid in Q4 2023

These year-end oversights can cost you.

Navigating Medicare Open Enrollment for 2024

Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds.

Dr. Anita Mukherjee: Exploring the Link Between Wealth, Longevity, and Quality of Life

The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.

Financial Planning for Disabilities and Special Needs: What to Know

Learn about housing, special needs trusts, legal implications, and more.

Cindy Haddad: Financial Planning for People With Disabilities

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

Biopharma Companies Won’t Take a Major Hit From Medicare Drug Price Negotiations

The drugs have been on the market for a prolonged period, and most already face patent losses.

My 8 Biggest Financial Mistakes

I’ve avoided most of the major pitfalls, but I don’t have a perfect record.

What to Do as Recession Fears Grip Investors

Also, a big boost in HSA contribution limits next year, and a look at 3 big-box retailers after earnings.

HSAs May Work Best as Tax Shelters

Is there a better way to make healthcare affordable?

6 Steps for Smart Long-Term-Care Planning

How to get your arms around the costs and resources available.

Morningstar’s Retirement Playbook

Thinking about retiring soon—or have you recently retired? Here’s how to make sure your savings last.

100 Must-Know Statistics About Long-Term Care: 2023 Edition

A compendium of data about long-term-care usage and costs, the state of insurance, and the toll on caregivers.

4 Key Medicare Changes for 2023

Medicare beneficiaries will see an improved enrollment process, increased vaccine coverage, and more.

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