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.
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,...
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
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...
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,...