by Fullerton FP | Sep 18, 2024 | Blog
There’s no one-size-fits-all solution to managing healthcare costs in retirement. Retirement savers and current retirees may be able to shield themselves from the destabilizing financial effects of unexpected healthcare costs by pursuing a multi-faceted approach that...
by Fullerton FP | Sep 18, 2024 | Blog
Long-term care planning is an indispensable aspect of retirement planning. Current analysis suggests seniors turning 65 today have a 70% chance of requiring long-term care services at some point in the future. Only about a third of people turning 65 will not require...
by Fullerton FP | Sep 2, 2024 | Blog
Although there are many potential options for earning a steady income stream in retirement, very few of them are truly guaranteed. Many retirement savings tools take the form of traditional investments in tax-advantaged accounts. Those types of investments, whether...
by Fullerton FP | Aug 28, 2024 | Blog
Determining a baseline for retirement savings in the United States is difficult due in large part to the nation’s diversity. A host of variables, from age and lifestyle to cost of living and income, can influence what constitutes adequate savings. The median...
by Fullerton FP | Aug 27, 2024 | Blog
The United States is home to nearly 170 million women, with about 3.5 million of them living in Arizona. Not every woman will face identical retirement savings challenges, but there are some hurdles women are statistically more likely to experience. Longer Life...
by Fullerton FP | Aug 27, 2024 | Blog
There are many potential strategies retirees can utilize to safeguard their retirement savings while also maintaining an adequately liquid fund to cover unexpected costs that might arise due to emergencies. Having a liquid emergency fund, like a savings account or...
by Fullerton FP | Aug 7, 2024 | Webinar
by Fullerton FP | Jul 27, 2024 | Webinar
by Fullerton FP | Jul 12, 2024 | Webinar
by Fullerton FP | Jun 21, 2024 | Blog
Asset protection trusts, which are usually irrevocable trusts, can be used to protect assets from creditors and legal judgments. The irrevocability is often crucial in this regard, as the grantor is essentially giving up their legal ownership of the assets to put them...
