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 […]
Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass Read More »
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
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
Your Financial Plan Expired at Retirement. But How? Read More »
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
Don’t Feel Confident About Retirement? This Might Be Why Read More »
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
Planning for Retirement vs. Planning in Retirement Read More »
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
The Smart Retiree’s Cheat Sheet for Trusts Read More »
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
4 Dirty Secrets Financial Planners Don’t Want You to Know Read More »
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
What is a Retirement Planner? Read More »
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
The Looming Cost of Long-Term Care Read More »
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
The Four Life Events That Are Easier with a Retirement Planner Read More »