Long-term care - Lifevest Advisors

Annuities

Combining Long‑Term Care Riders With Annuities: Double Duty for Peace of Mindbusiness

Optimize your retirement plan with long-term care riders and annuities—discover how this powerful combo can safeguard your future and ensure peace of mind.

Charles
August 12, 2025

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Retirement Planning

HSA Superpowers: Funding Health Care Costs—and Retirement—Tax‑FreeBusiness

Navigating HSA superpowers reveals how you can fund health care and retirement…

Charles
September 4, 2025

Retirement Planning

Tax Diversification 101: Balancing Pre‑Tax, Roth, and Taxable BucketsBusiness

Getting your retirement savings strategy right involves understanding tax…

Charles
September 2, 2025

Retirement Planning

Sequence‑of‑Returns Risk: How One Bad Year Can Derail Decades of SavingsBusiness

Discover how a single poor year early in retirement can jeopardize your savings and…

Charles
August 31, 2025

Retirement Planning

The Ultimate Retirement Countdown Checklist: 12 Months to Financial FreedomBusiness

With 12 months to go, uncover essential steps to ensure your retirement is…

Charles
August 29, 2025