Long-Term Care

Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass

June 17, 2022

We’ve written extensively about the risk of long-term care, but most people don’t want to consider the possibility that they’ll need it. Unfortunately, statistics tell us there’s a 70% chance […]

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AlerStallings Partner, Anna Christine, goes on the Expedition Retirement℠ Show to explain the risks of Long-Term Care

April 26, 2022

What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay? Watch […]

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Your Financial Plan Expired at Retirement. But How?

March 17, 2022

We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]

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Don’t Feel Confident About Retirement? This Might Be Why

October 21, 2021

A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]

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Planning for Retirement vs. Planning in Retirement

October 6, 2021

Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]

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The Smart Retiree’s Cheat Sheet for Trusts

September 30, 2021

Find Out What Each Type of Trust Does (or Doesn’t Do)  For many of our clients, having a trust is a must. That’s because in this life stage the focus […]

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4 Dirty Secrets Financial Planners Don’t Want You to Know

September 16, 2021

Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can […]

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What is a Retirement Planner?

August 31, 2021

Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder […]

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The Looming Cost of Long-Term Care

August 19, 2021

If you read our article on the One Thing Your Retirement Plan is Probably Missing, then you’re familiar with the threat long-term care can pose to your retirement savings. But […]

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The Four Life Events That Are Easier with a Retirement Planner

July 29, 2021

You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make […]

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