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Healthspan Wealth perspectives and practical guidance

Articles curated for families, advisors, and partners navigating the overlap between health planning and wealth planning.

July 20, 2026 Tom West

When His Comfort Today Becomes Her Chaos Tomorrow

A story about an older couple's disagreement over moving to a retirement community reveals a common retirement planning mistake: prioritizing one spouse's comfort today while unintentionally creating emotional, financial, and logistical burdens for the surviving partner. The article encourages families to evaluate whether their plans simplify life for loved ones after a loss, emphasizing that good planning reduces future decision-making and stress rather than deferring it.

health planning wealth planning longevity planning long-term care planning

July 10, 2026

The True Cost of Care Isn't What You Think

A family's experience with dementia care illustrates that even substantial wealth and insurance do not guarantee a smooth aging journey. The article argues that the greatest challenges in long-term care are coordination, decision-making, and ongoing management, emphasizing the importance of clear roles, contingency plans, and professional oversight alongside financial preparation.

July 1, 2026

The $500,000 Question: Strategic Decision-Making for Long-Term Care Placement and Funding

Compare the financial and health tradeoffs of aging in place, senior living communities, and multi-generational care so wealth advisors can help clients plan long-term care before a crisis hits.