Knowing what you want in retirement can help you build a successful, personalized strategy. The 20% of Americans who are financially confident have a plan and stick to it.1
Leaving a legacy: do more for your family
Many of us want to leave an impact that lasts a lifetime and beyond. You don’t need to be a millionaire to leave behind a meaningful legacy to your family, and you don’t need a castle to have an estate. To make sure your estate is in order and your heirs are taken care of, look into getting a will, a living will, and life insurance.*
Custodial care: caring for an elderly parent or adult child
Planning for senior care, often called eldercare, and protecting dependents after you’re gone presents financial challenges, and Medicare may not cover it all. Care provided to someone for non-medical assistance with daily activities, such as bathing, dressing, and being mobile, is referred to as custodial care.
The good news is that you can better prepare for long-term care if you start planning today for your special needs children or elderly care for yourself.
Protect your retirement against future healthcare costs
Saving for future healthcare costs can be daunting, and uncertainty about coverage and rising Medicare premiums can add to the complexity. But you can take steps today that will help you live the life you want in retirement. From health savings accounts (HSAs) to supplemental coverage, we are here to bring clarity to your retirement strategy and help you find what you need to live your best and healthiest life.