Investment Concepts, Inc.
KATIE KESSLER
Owner/President
231 E. Buffalo St.
4th Floor
Milwaukee, WI 53202
Office: 414-273-4280
Fax: 414-273-4378
kkessler@sagepointadvisor.com
www.icimke.com
 
 




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.


$

*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.

$


IMPORTANT DISCLOSURES
Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Investment Concepts, Inc. which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. 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.



Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.