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Michael Papa

Long-Term Care

A Challenge for Boomers

As tens of millions of boomers approach retirement, their most pressing challenge is to maintain their lifestyles and independence. In part, this may require an approach to investing retirement assets that offers some protection against investment losses during retirement, if not guaranteeing a measure of lifetime income.

iconWhile this objective is a good one, it's also incomplete in terms of total protection.

Incomplete Objective

It's incomplete because an accident or unplanned change in health may require long-term care. If that happens, plans, hopes, dreams and savings could quickly go up in smoke.

Simply stated, guarding against the costs of unplanned long term care should be a primary concern for boomers. The reason is clear. After age 65, the need for some form of long term care will affect about two-thirds of Americans*.

Securities offered through Triad Advisors, LLC (Triad), Member FINRA/SIPC. Advisory services offered through Osaic Wealth Advisory Services, LLC (Osaic Wealth Advisory). Triad and Osaic Wealth Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Wealth Advisory.

Triad Form CRS

Osaic Wealth Advisory Form CRS


This communication is strictly intended for individuals residing in the states of AL, CO, FL, NC, SC & VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.