WrapManager's Wealth Management Blog

When life changes, we can help you thoughtfully respond.

Aging in Place: Retirement Planning for Home Care Costs

Posted by Leslie L. Horgan | Client Service Specialist

February 20, 2018

In the context of retirement planning, most people are naturally drawn to talking about travel, hobbies, grandchildren, and leisure activities. And for good reason – that’s what retirement is supposed to be all about! 

There is a necessary distinction between retirement and retirement planning, however. Planning must go beyond the ‘fun’ items and consider all expenses we may incur over time and throughout life. One of those expenses – and a major one – is the cost of health and home care later in life.   

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Retirement Planning Healthcare in Retirement

Stock Market Volatility: Could These Be Future Considerations for Investors?

February 16, 2018
Money Managers continue to reflect on the market volatility from last week, lessons learned, and consider what's to come. This week's post ... [+] Read More

Evaluating the Relationship Between Bond Investments and Rising Interest Rates: Doug’s Quiz Corner

February 16, 2018
What Happens to Bond Investments When Interest Rates Go Up? Consider this scenario: Your friend Bob is concerned about what rising interest ... [+] Read More

Updated: JP Morgan Guide to the Markets for 1Q 2018

February 15, 2018
Updated with 4Q 2017 Data JP Morgan's updated Guide to the Markets for the first quarter of 2018 now includes financial data for 4Q 2017, ... [+] Read More

The Cost of Having a Child

February 14, 2018
There are numerous planning considerations involved when starting or expanding your family -- lifestyle, career, living space…the list goes ... [+] Read More

How Inflation and Interest Rate Fears Could Have Been to Blame for Recent Market Volatility

February 8, 2018
Inflation worries caused by a single economic report have led to increasing concern that the economy may be overheated. A rapidly expanding ... [+] Read More

Money Manager Commentary: Why Was the Market So Volatile This Week?

February 8, 2018
Money Managers have had plenty to say about the market volatility that started last week. That’s why this week we’re doing something ... [+] Read More

Financial Goals: The Importance of Salary Negotiations

February 7, 2018
Most readers have been down this road before. Work hard in your job and in your career, and you get to a point where it’s time to ask for a ... [+] Read More

BlackRock Commentary: An Upside U.S. Growth Surprise

January 31, 2018
A tax overhaul in the U.S. could spill over to  benefit the global economy.  The U.S. tax overhaul and higher expected federal spending ... [+] Read More

How to Financially Plan for Natural Disasters and Other Unexpected Events

January 31, 2018
2017 was a historic year for multiple reasons, but perhaps none more impactful than in the context of natural disasters here in the United ... [+] Read More