Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
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...
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...
Navigating Medicaid’s rules and regulations can be a confusing minefield of frustration and stress for many seniors and their families. The application process is one of the biggest hurdles that families face, and with regulations varying by state and circumstances,...
The number of seniors is growing. In 2010, one-sixth of the adult U.S. population was older than 65; by 2030, about one-fourth will be. The problem is that the resources to help seniors stay at home are shrinking. Many seniors are finding that their boomer children...
Give your loved ones the income, security, and cash when you no longer can. Many households are under-insured and under protected. That’s why you need to make a holistic life insurance policy part of your family’s financial planning. Speak to one of our financial...
Medical expenses can quickly add up, and most people are unable to pay for health care out of pocket. In order to defray these costs, people purchase health insurance. There are two primary venues for health insurance: individual policies and group policies. Although...