Certified Wealth Management & Investment
Princeton Forrestal Village
Kurtis Baker, CFP®, AIF®
Retirement Planning Advisor
116 Village Blvd.
Suite 200
Princeton, NJ 08540
609-716-4700
kbaker@cwmi.us
www.cwmi.us
 
 




Long-Term Care Needs Calculator
Long-Term Care Needs Calculator

This calculator is designed to quickly estimate your potential future long-term care (LTC) costs, the future value of your current savings, and the gap between these two amounts--your unprotected LTC need. Simply enter an amount for each category listed, then click the calculate button for results.


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*The costs of long-term care vary widely. Your estimated costs may be higher or lower depending on where you live and the care you need. Refer to the U.S. Department of Health and Human Services site (www.longtermcare.gov) for estimates on the average cost of nursing home care for each state.

**How long you may need care depends on many factors including your age, health, gender, and where you live. You can get more information from the U.S. Department of Health and Human Services site (www.longtermcare.gov).

***The cost of long-term care is rising. While the annual increase in the cost of long-term care depends on many factors, for reference, most long-term care insurance policies offer simple or compound inflation protection options of between 1% and 5% per year.

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IMPORTANT DISCLOSURES

Certified Wealth Management & Investment, LLC does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 
This communication is strictly intended for individuals residing in the state(s) of NJ. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023.