Healthcare & Longevity Planning

Plan for the What-Ifs So You Can Focus on the Right Now

Healthcare and long-term care are some of the biggest concerns for women heading into retirement—especially if you’re on your own. We help women 55 and older plan ahead for rising costs, caregiving needs, and the impact of aging, so you can feel prepared and protected.

SERVICES

Investment Management
Healthcare & Longevity Planning

Healthcare Planning Made Simple

We help you prepare for healthcare costs and aging decisions with a plan that’s easy to understand and designed to support your independence.

Know What to Expect (as best we can)

Medical and long-term care costs can add up. We help you:

  • Estimate future expenses for Medicare, supplements, and out-of-pocket care
  • Understand your long-term care options, including insurance or self-funding
  • Plan for home care, assisted living, or nursing care if needed

Make a Plan for Support

Asking for help later in life can feel overwhelming. We help you:

  • Talk through caregiving preferences and responsibilities
  • Choose a trusted contact or decision-maker if you’re unable to manage things on your own
  • Create or review legal documents like powers of attorney or healthcare directives

Protect Your Choices

You deserve to age with dignity and on your terms. We help you:

  • Stay in control by putting your wishes in writing
  • Avoid leaving tough decisions to others without guidance
  • Coordinate healthcare and estate planning so your plan works together

👉 Not sure how to plan for future care or aging alone? Click here to get your Free Simply Retirement Roadmaptoday.