Life Events

Gen X at a Crossroads Did You Underestimate Retirement Too? 7 Tips to Course Correct Now

Generation X—sandwiched between Boomers and Millennials—faces a unique financial reality. Many Gen...

Mature couple working from their living room.

2026 Retirement Trends: Key Tips for Millennials, Gen X, and Boomers

Retirement has been a hot topic lately as Americans navigate continued economic uncertainty and...

Women working in grocery store

The Basics of Long-Term Care Planning: What You Need to Know

Long-term care (LTC) planning is the process of preparing for future health and support needs that may...

Older couple sitting at a table discussing LTC planning.

Staying Connected as a Long-Distance Grandparent: Creative Ways to Bridge the Miles

Being a grandparent is one of life’s greatest joys—but when you live far away, it can feel...

A grandmother video chats with her grandchild on the computer.

Is Long-Term Care Tax Deductible?

Over their careers, the Johnsons have frugally saved and meticulously invested to achieve their ideal...

Senior woman looking at caregiver.

Breaking Down Long-Term Care Costs: What to Expect and How They’re Changing

Long-term care is one of the largest costs you’re likely to face as you get older. For many, it’s...

Older couple wearing glasses smiling at each other while going over paperwork with an advisor.

Paying for Long-Term Care: What to Expect and How to Prepare

Paying for long-term care often means relying on a combination of personal savings, government benefits,...

Types of Long-Term Care Facilities: How to Find the Right Option

Deciding on long-term care needs can feel overwhelming, especially when you're balancing health needs,...

Older adult man with caregiver smiling.

The Medicare Supplement Birthday Rule Now in More States—Here’s What You Need to Know

If you're enrolled in a Medicare Supplement (also called Medigap) plan, there's some good news for you!...

Mature couple wearing birthday party hats embracing and smiling.

The Overlooked Costs of Retirement What Many People Forget to Plan For

When most people think about retirement planning, they focus on the big-ticket items: housing, food,...

Mature couple sits at kitchen table with an open laptop and papers going over finances.