Carson Wealth
APRIL 25, 2024
Insurance coverage: Evaluate insurance needs for health, life, disability, long-term care and property, ensuring adequate coverage. When you factor in longevity, inflation, and rising healthcare costs, it’s a valid concern. Outliving their money. This also includes those who are considered high net worth.
MainStreet Financial Planning
JUNE 13, 2023
Review your health coverage. Once your new dependent arrives your monthly premiums for healthcare will increase. Update your life and disability insurance. Now more than ever you want to have appropriate life and disability insurance coverage, so if something unexpected happens your family will be OK.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
WiserAdvisor
MARCH 13, 2024
You can effectively fund your healthcare expenses, support dependents and family members, or pursue leisure activities like traveling with a well-structured investment portfolio. Pillar 2: Healthcare planning Healthcare considerations are one of the most significant financial burdens you will likely face during your golden years.
Fortune Financial
FEBRUARY 28, 2023
When we look at projected healthcare costs for an average retired couple in 2022, the amount needed to cover healthcare expenses approaches approximately $315,000 after tax. In other words, it could cost over a quarter of a million dollars of our retirement funds to cover out-of-pocket healthcare expenses.
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
WiserAdvisor
MAY 3, 2023
Health or medical financial planning refers to preparing financially for potential healthcare expenses, both in the short and long term. This type of planning involves assessing your current and future healthcare needs, estimating the cost of those needs, and developing a strategy to pay for them. Health spending accounted for 18.3%
WiserAdvisor
JULY 27, 2023
Consider factors such as healthcare expenses, inflation, and potential changes in lifestyle. Review Insurance Coverage: Ensure you have adequate health, life, and long-term care insurance coverage. Evaluate options for reducing insurance premiums without sacrificing necessary protection.
Expert insights. Personalized for you.
52 
Let's personalize your content