Financial Planning

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Insurance

Kitces: When and how to deduct long-term care insurance

The right strategy can save clients thousands of dollars, although the options are complicated.

Tax planning Michael Kitces July 24

Tax planning Michael Kitces July 24
Long-term care insurance: Start small and build

For many people, insuring for the basics of home health care "might be enough to keep the wolves from the door," says a Nationwide executive.

Long-term care Margarida Correia March 13

Long-term care Margarida Correia March 13
How much is needed to retire? Consider expenses

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Retirement scan Editorial Staff February 24

Retirement scan Editorial Staff February 24