Profile of Aging  --  Myth’s of Long-Term Care  --  Consequences of Caregiving  --  Housing Options  --  Steps to Take Today

Current market volatility • Savings vs Investing • Your retirement plan investment options defined and explained • The case for alternatives • Growth vs Value • How important are dividends? • Risk tolerance assessment done correctly • Guiding Principles & Strategies • What will happen with interest rates?

Retirement Healthcare decisions made before age 65 -- COBRA, Affordable Care Act, etc.  --  What Medicare does and does not cover – “In plain English”  --  Medicare Supplement vs. Medicare Advantage Plans  --  Prescription Drug Plans  --  The “Donut Hole”  --  What are my Long Term Care options?

Details about your High Deductible Health Plan  •  Benefits, including the triple income tax advantages  •  How income protection fits in with health insurance  •  Differences between HSAs and FSAs  •  Eligible expenses