Top of the Morning: Long-term care costs and solutions
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We spotlight the latest Modern Retirement Monthly publication which breaks down the associated costs of long-term care, along with solutions to consider. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Senior Total Wealth Strategist, UBS Chief Investment O
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4 itemsTop of the Morning: 2025 Retirement Guide
The desk interprets UBS's latest retirement guide as a critical touchpoint for understanding future financial planning dynamics. With updates in Medicare premiums projected to rise by 5.9% and a Social Security cost of living adjustment at 2.5%, the upcoming fiscal landscape presents both opportunities and challenges for those nearing retirement. Per the full note [source], these adjustments signal a changing paradigm in personal finance management that could impact spending behaviors and investment strategies. Given the economic backdrop, institutional traders should stay attuned to how these shifts may influence currency valuations and broader market sentiment in the near term.