We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

Get your portfolio risk assessment test now:

Long-Term Care

As the oldest Baby Boomers begin to wind through their 50s, one of the biggest concerns may not be outliving income, but outliving good health.

Long-Term Care Strategies

As the oldest baby boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health.

For retirees, home health care can cost $50,000 or more per year1, and nursing home care can run as high as $100,0001 per year. Does your retirement income strategy account for this kind of possibility? Would you be prepared for twice that amount as a married couple?

Considering that you could have to reduce your financial means before Medicaid will pay for long-term care and neither your employer group health insurance nor major medical insurance will cover long-term care, you may want to consider planning ahead for these potential expenses.

We can help evaluate your situation and determine if purchasing a long-term care insurance policy may be the right move to help you feel confident in your financial future.

1Genworth Financial. March 2021. “Cost of Care Survey”

Strategies for Financial Independence

When you are ready, here's what to do next. There are three ways we can help you:

1. Sign up for a Federal Benefits Analysis
2. Sign up for a seminar
3. Call or email to schedule your complimentary consultation

ask-ann2

Ask Ann a Question

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Name*

We can also refer you to professionals who provide the following services: » Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

kit-stacked

Get access to our helpful retirement kit which includes The Road to Retirement, Own Your Own Retirement, and the Retirement Playbook guides that address topics you should consider when planning your retirement.

Call Now Button