Financial Planning & Insurance

32 channels215

Long-Term Care Insurance

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LTC insurance options and planning

463

Traditional LTC Insurance

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Traditional long-term care policies

200

Hybrid LTC / Life Policies

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Combined life insurance and LTC coverage

221

LTC Cost Calculators

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Estimating long-term care costs

228

Self-Insuring for LTC

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Planning to self-fund long-term care

275

Financial Advisors

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Finding the right financial advisor

193

Fee-Only Planners

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Fee-only financial planning services

98

CFP Directory

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Certified Financial Planner directory

33

Elder Care Financial Advisors

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Advisors specializing in elder finances

179

Fiduciary Advisors

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Advisors with fiduciary duty

386

Tax-Advantaged Accounts

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Tax-efficient savings and accounts

112

529 Plans for Grandchildren

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Education savings for grandkids

162

ABLE Accounts

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Tax-advantaged disability savings

334

Health Savings Accounts

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HSA strategies for healthcare costs

426

Custodial Accounts (UGMA/UTMA)

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Custodial accounts for minors

160

Roth IRA Conversions

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Converting to Roth IRA in retirement

402

Medicare

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Medicare coverage and enrollment

454

Medicare Parts A, B, C, D

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Understanding Medicare parts

258

Medigap / Supplements

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Medicare supplement insurance

109

Medicare Advantage

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Medicare Advantage plan options

307

Medicaid Eligibility

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Qualifying for Medicaid

254

Medicaid Look-Back Period

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Understanding the 5-year look-back

78

Retirement & Income

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Retirement income strategies

379

Social Security Optimization

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Maximizing Social Security benefits

417

Required Minimum Distributions

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Managing RMDs from retirement accounts

158

Annuities

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Annuity options for guaranteed income

236

Reverse Mortgages

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Using home equity in retirement

246

Pension Planning

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Pension benefit optimization

25

Funeral Financials

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Planning for funeral and burial costs

101

Pre-Paid Funeral Plans

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Prepaying for funeral arrangements

348

Burial / Final Expense Insurance

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Insurance for end-of-life costs

249

Veterans Burial Benefits

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Burial benefits for veterans

410