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Planning for Unexpected Costs and Long-Term Care

Unexpected expenses can disrupt even the best retirement plans. Preparing early helps you stay secure.

  • Home repairs
  • Medical emergencies
  • Family support needs
  • Inflation spikes
  • Prescription changes

Most people will need some level of support as they age. Consider:

  • In-home care
  • Assisted living
  • Memory care
  • Adult day programs
  • Medicare Advantage
  • Medigap
  • Long-term care insurance
  • Hybrid life/LTC policies
  • Emergency fund
  • Dedicated savings bucket
  • Insurance coverage
  • Support network planning

You can use tools, planners, and worksheets to estimate what your expected and unexpected costs may look like in retirement. This helps you plan and determine what you can budget for based on your preferred retirement lifestyle. Meeting with financial planners and licensed representatives can also help you plan for the future.