Broker Check


Tuesday, December 19, 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement...

Monday, November 13, 2023

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...

Wednesday, October 11, 2023

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...

Thursday, September 7, 2023

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...

Monday, August 28, 2023

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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Friday, August 18, 2023

How much does Long-Term Care cost? Good question! Here is a tool that we use to estimate the costs. Have a look!

Friday, August 18, 2023

What are asset based long-term care plans?

Friday, August 18, 2023

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...

Thursday, August 17, 2023

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...

Thursday, August 17, 2023

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.

Thursday, August 17, 2023

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.

Thursday, August 17, 2023

Indemnity vs Reimbursement policies. What are the key differences and which is right for me?

Thursday, August 17, 2023

Cost of living/Inflation riders in Long-Term Care Insurance policies explaind.