Suddenly need long-term care but can't afford it without being left impoverished? There's a Medicaid loophole that may help.

As millions of people approach their pre-retirement years, life insurance as an income replacement hedge may become less of a necessity. Many families have paid off/down mortgages, built sizeable nest ...

Long-term care costs are rising fast, and coverage often falls short. But there are smart steps families can take now to ...

Would you transfer most or all of your assets out of your own name? It might sound crazy, but some Americans are doing just that. Their goal: to qualify for long-term care under Medicaid. For these ...

When Carol Anderson’s mother needed memory care in Cedar City three years ago, the family discovered something their ...

Most people spend decades building their savings, paying off their home, and setting aside retirement funds. Then a single ...

I often talk about “bucketing”—structuring a portfolio based on anticipated spending needs—in relation to overall retirement spending. Parking near-term spending needs in cash, intermediate-term ...

Christine Benz: Hi, I’m Christine Benz for Morningstar. Carolyn McClanahan will be joining me, along with Jean Chatzky, at the Morningstar Investment Conference in late June. We’ll be discussing ...

Arkansas is the only state left in the country that has not expanded post-partum Medicaid coverage for new mothers to a full year. After last week, Wisconsin la Chase McDowell challenges French Hill, ...