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Financial Tips for Health Care Planning

The COVID-19 pandemic has certainly focused our attention about health issues. This year is probably the first time in many people’s lives that they were fearful of catching a serious disease with serious consequences, including incapacity and even death. Adding [...]

Long-Term Care Health Planning 101

With life expectancy on the rise, retirees face the risk of outliving their money. During the later years, covering costs for custodial care can be astronomical. Since these costs are not covered by health insurance and Medicare, a sound financial [...]

November is Long-Term Care Awareness Month

November is Long-Term Care Awareness Month, serving as a reminder of the importance of financial, insurance, tax, and legal advisors to help clients who are couples and/or have families with planning for long-term care needs. To help start this critical [...]