Category Archives: Eldercare

What Impact Does Chronic and Custodial Healthcare Costs Have on First Responders Financial Well-Being?

Financial well-being comes when we can meet current and future financial obligations, absorb financial setbacks, and keep driving towards financial goals, such as adequate retirement income. Life well-being comes when we live satisfying lives, full of meaning and purpose. We need financial well-being to enjoy life’s well-being, but it is life well-being that we seek. …

What Impact Does Chronic and Custodial Healthcare Costs Have on Retirement?

Written by Stephen Ostrofsky, CFP® During a recent client meeting with a client, we reviewed their retirement benefits designed to provide for health care costs during retirement. The retirement benefits provided significant sums to my client, but was it enough to offset expected health and custodial care costs? What we found is that many retirees…

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

Life Settlements might seem not at all morbid to some Boca Raton residents but they mean big bucks for those who understand how to sell their unwanted life insurance contracts. Owners of life insurance policies who may or may not be the insured can sell ownership interest to a non-related third party. The life insurance…

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

Rising health care costs are leading financial advisors to discuss the advantages of Health Savings Accounts (HSAs) for clients to help pay for health care costs during retirement. In a recent blog post, we highlighted the growing costs retirees are expected to face from medical health care costs not covered by Medicare and custodial health…

Category Archives: Eldercare

What Impact Does Chronic and Custodial Healthcare Costs Have on First Responders Financial Well-Being?

What Impact Does Chronic and Custodial Healthcare Costs Have on Retirement?

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

Health Savings Accounts Can Provide Significant Tax Advantages to Pay for Health Care Costs During Retirement

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