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.
Over the next 50 years, the number of seniors in the U.S. is expected to more than double. Learn how that surge will affect long-term care providers.
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.
If you decide to finance a home improvement, you may have lots of options. Let’s break it down.
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