Category Archives: caregiver

Ways to Protect Your Estate and Prepare for Your Future

Happy Family Estate Plan

Proper estate planning is critical when working toward a more sound and stable financial life. From your wills to beneficiaries and beyond, estates require thoughtful strategies. Yet many Americans still haven’t protected themselves in the ways they should. In fact, only 40% of adults have a will or living trust.1 If you don’t have updated documentation in place to direct your wishes, the courts may decide what to do with your estate when you pass… Read More »

Understanding Healthcare and Elder Care Costs Before You Retire

When preparing for retirement, imagining the new lifestyle that awaits you can be exciting. From travel to family time to relaxation, a fulfilling retirement looks different to each individual. Preparing for the quality of life you desire goes beyond simply ensuring you can support your daily costs and fulfill your dreams. You should address two other looming financial responsibilities: health care and elder care. We Are Living Longer Thanks to medical advances, campaigns to create… Read More »

Tips for protecting your financial life as a caregiver

Few tasks in life can be as rewarding and challenging as being a primary caregiver for your loved ones. And care-giving comes in a variety of forms, from looking after ailing relatives to raising children as a stay-at- home parent. Whether you purposefully chose the role or life’s circumstances required you to fill it, you face myriad responsibilities that can distract you from managing your own financial life. To feel secure in your future and… Read More »