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Caring for Aging Parents
Caring for aging parents can be both rewarding and challenging. Here are some tips to help you navigate this important phase of life: Open Communication: Foster open and honest communication with your parents about their wishes for...
Read MoreInvesting with a plan-the common sense solution to retirement planning
I am always amused when folks ask questions like, "what is the best investment right now?" or "where should I put my money to get to retirement quicker?" These questions are often followed by the ever popular, "what are your fees?" or...
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Traditional Long Term Care Insurance Premium Increases Explained
In my nearly thirty years of working with consumers on their retirement plans, we have used traditional long term care policies to ensure against depleting assets, to provide choices and retain dignity in the later years. Though the...
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Secure Act 1
Unlocking Benefits for Business Owners: A Guide to Secure Act 2.0 Introduction: Planning for retirement is a crucial aspect of every business owner's financial journey. With the introduction of the Secure Act 2.0, there are new...
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How much does Long-Term Care cost?
How much does Long-Term Care cost? Good question! Here is a tool that we use to estimate the costs. Have a look!
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What are Asset Based/Hybrid Long-Term Care Plans
What are asset based long-term care plans?
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Life Insurance Explained
Exploring the Diverse Landscape of Life Insurance: A Guide to Types and Considerations Life insurance plays a vital role in securing your financial future and providing peace of mind for your loved ones. With a wide range of options...
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Guide to Long-Term Care Planning in Retirement
Retirement is a time to relax and enjoy the fruits of your labor, but it is also a time to be prepared for potential challenges. One crucial aspect often overlooked is planning for long-term care expenses. Unless one has had a relative...
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Traditional Long-Term Care Insurance Policies
This is a brief explanation of how traditional Long-Term Care Insurance policies work. For and in-depth conversation about your individual needs, please contact us for a complimentary consultation.
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Linked Benefits Life/Long-Term Care Insurance Policies
Imagine you have two needs: taking care of your health and ensuring your family's financial security. Linked benefit life/long term care policies are a way to address both of these needs with a single insurance plan.
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Indemnity vs Reimbursement?
Indemnity vs Reimbursement policies. What are the key differences and which is right for me?
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Cost of Living/Inflation Rider Options in Long-Term Care Policies
Cost of living/Inflation riders in Long-Term Care Insurance policies explaind.
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