by Jose Feliciano | Oct 2, 2021 | Insurance Planning
As financial advisors, our passion centers around helping you build and preserve the wealth that will carry you into retirement. It is for this purpose that we post this. You see, October is National Breast Cancer Awareness Month. It is a month to reflect on and...
by Jose Feliciano | May 21, 2021 | Health Care Planning, Insurance Planning, Retirement Planning
The rising cost of health care has become a critical concern in our country. The ability to provide quality service at cost effective prices is a dilemma that has faced many in the government and health care industry alike. For many senior citizens, this concern is an...
by Jose Feliciano | May 14, 2021 | Insurance Planning, Retirement Planning
In most age groups, the likelihood of disability – being incapacitated due to illness or accident – is greater than the likelihood of death. For younger people, disability insurance is used to protect their greatest asset: the ability to earn an income. For a retiree,...
by Jose Feliciano | May 7, 2021 | Insurance Planning, Retirement Planning
The cost of Long-Term Care has many families concerned about their financial future. Families often find themselves having to spend all of their life savings to pay for extended care for a loved one; federal and state guidelines even allow the state to take homes to...
by Jose Feliciano | Apr 16, 2021 | Insurance Planning, Retirement Planning
Long-Term Care involves a variety of services designed to meet a person’s health or personal care needs during a short or long period of time. These services help people live as independently and safely as possible when they can no longer perform everyday activities...
by Jose Feliciano | Apr 9, 2021 | Health Care Planning, Insurance Planning, Retirement Planning
The 9 Myths that may be keeping some from planning for long-term care, and ways your loved ones can prepare for the future. Anticipating the need for long term nursing home care is crucial to protecting a lifetime’s accumulation of assets from the high costs of...