Archive for Insurance

4 Questions to Ask About Long-Term Care

4 Questions to Ask About Long-Term Care

As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending. By 2015, that figure […]

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Posted in: Blog, Retirement, Financial Planning, Risk Management, Insurance, Family

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Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day

Navigating Toward Your Financial Independence Day In July 1776 our founding fathers declared independence from the British Empire, and earlier this week we celebrated that great feat with our family and friends over backyard barbecue and colorful explosions in the sky. Every American can agree on one thing, it’s pretty great to be free, but […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, Family

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Unexpectedly Alone

Unexpectedly Alone

When someone loses their spouse and finds themselves unexpectedly alone… not only is it heartbreaking, it can be financially devastating. As advisors, these kind of meetings are some of the most difficult to have with our clients and we are more than aware that money is the last thing you want to think about during […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Insurance

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4 Pillars of Retirement Translated

4 Pillars of Retirement Translated

From time to time, a new prospect that I’m meeting with asks me what the 4 pillars of retirement are and how they relate to retirement planning. If you have listened to my radio show, then you know that the 4 pillars are the foundation that I have built my firm around. You see them […]

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Posted in: Blog, Retirement, Estate Planning, Financial Planning, Investment Management, Risk Management, Social Security Planning, Tax Planning, Insurance, FAQs

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Should I Keep My Life Insurance?

Should I Keep My Life Insurance?

Life insurance has two basic purposes. The first purpose is to replace income that is lost from the person who passes away. The second one is designed to be a way to enhance the estate left behind for any beneficiaries. In regards to the first purpose, managing the risk of a premature death of either […]

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Posted in: Blog, Retirement, Financial Planning, Risk Management, Insurance, FAQs

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