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Emily and Brad are a married couple in their late 40s with a couple of teenage children.
Whether you’ve had a long-term care insurance (LTCI) policy for years or you’re thinking of buying one, it’s critical to understand exactly what set of conditions will trigger coverage.
After you retire, you’ll probably focus more on your health than ever before.
A trust is a legal entity that holds assets for the benefit of another.
These days, it’s not unusual to hear of $2 million, $10 million, and even $20 million court judgments against individuals. If someone is injured in your home, or if you cause a serious auto accident, you could have to pay such a judgment. If you don’t have an umbrella liability policy at the time of the accident, anything above the limits of your homeowners, renters, or auto insurance policy will have to come out of your pocket.
Many people are aware of the benefits of using a traditional 401(k) or an individual retirement account (IRA) to save or invest money for their retirement, but they may have either not heard of—or possibly overlooked—the advantages of Roth savings opportunities within their employers’ retirement plans.
Making smart money decisions before and during retirement can help protect your nest egg for years to come.
Accumulating a substantial nest egg for your retirement years may seem overwhelming, but there are smart ways to plan for retirement at every age, says Eric Freedman, chief investment officer for CAPTRUST.
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