Topics A-Z
Health Care Planning
Health care costs can rack up quickly, but there are ways to plan for these expenses by making smart insurance decisions and saving in tax-advantaged accounts. Health care planning also includes being prepared for the potentially large costs of long-term care.
Creating a Budget for Your Child’s Medical Expenses
It is important to have a plan in place for potential medical expenses. A CFP® professional can help you evaluate your family’s health care needs and create a comprehensive financial plan that covers your medical expenses today, as well as your potential future costs.
The Latest
How to Plan for Your Parents Future Medical Expenses
When you were a child, your parents took care of your healthcare needs — from scheduling doctor appointments to filling your prescriptions. Now that you’re grown, the roles may reverse, and you may need to take control of your parents’ medical expenses.
Financial Tips for Health Care Planning
Make sure you fully understand the health insurance choices available to you to find the right fit for your situation.
Understanding Medicare
Medicare is a valuable source of health insurance for people 65 and older, and for some younger adults with permanent disabilities.
Medicaid Planning and Asset Protection
Learn about the limited ways that you may protect your assets from spend-down requirements, including irrevocable, testamentary and special needs trusts.
How to Choose the Right Health Insurance Plan
Selecting health insurance is an important decision for everyone that requires careful consideration.
World Financial Planning Day: The Top 5 Reasons You Should Work With a Financial Planner
Working with a CFP® professional can help you build a financial plan so you can achieve your life goals and dreams.
Financial Tips to Follow When Starting a New Job
Taking these smart steps can help you keep your finances on track when switching jobs.
2020 Tax Changes
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 tax changes.
12 Top-Notch Spending and Savings Strategies for 2020
Reevaluate your financial strategies and set new savings goals with these 12 tips.
Long-Term Care Planning
Long-term care is the custodial aid that any person may need to resume their activities of daily life.