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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 [...]

Does Lifetime Annuity Income Make Sense for You?

Did your parents (or grandparents) receive a pension check that lasted their whole lives during retirement? Is a lifetime annuity a possible substitute for the pension check of previous generations? In past generations, employees often worked for one company their [...]

2020-09-30T14:17:15-04:00Uncategorized|