You strive to protect your assets from declining markets, but do you take the same precautions to protect your wealth from declining health? Even for affluent families, an unexpected healthcare event can take a tremendous financial toll and significantly diminish the legacy you planned to leave behind.
Thoughtfully preparing for healthcare costs — those you can anticipate and those that are less predictable — can dramatically improve the probability of both your retirement assets and lifestyle will endure. A SunTrust advisor can help you estimate how much you’ll need to put aside for out-of-pocket healthcare expenses, as well as explore options for funding long-term care expenses.
Explore strategies for managing company stock and benefits that can help you mitigate risk while providing much needed liquidity.
Instead of self-funding long-term care expenses, you may want to consider shifting some of that risk by purchasing an insurance policy that offers long-term care benefits.
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
Learn about the global economic backdrop, our view on global stock and bond markets, and recommendations for major investment asset class combinations in your portfolio.
Chief Market Strategist Keith Lerner discusses global and domestic economic trends and the outlook for equities and bonds as we head into the second half of 2019.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
The evolution from stay-at-home mom to independent working woman and now primary family breadwinner has been remarkable. Here’s what it means for your financial plan.
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