Regardless if you believe in Long Term Care (LTC) insurance or not (or your advisor doesn’t) you still need to include the costs related to LTC in your retirement plan , even if you’re able to self-pay. Why?
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Over the next twenty years, there will be a wealth transfer that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations.
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We all desire the flexible lifestyle, to not work or work when we want. Wouldn’t it be great to spend more of our lives not working than working?
Read moreMany Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.
Read moreIf you’re not familiar with Filial Laws, it’s time you take notice of what they are and how these laws can impact your financial future.
Read moreIf you are currently receiving Social Security retirement benefits and it is a big part of your retirement income, congratulations!
Read moreMany of us have been a caregiver while we were raising children, now some of us are caring for a loved one out of necessity as the older family member is no longer able to care for themselves.
Read moreIf you aren’t utilizing your health savings account (HSA) at your employer, you’re missing out on a great way to save for retirement health care expenses.
Read moreThe annual report from the Trustees of the US Government ’ s two largest entitlement programs (Social Security and Medicare) was released on July 13, 2017.
Read moreUnderstanding Your Employee Benefits As you work and save money for retirement, take time to understand what benefits are offered at your employer in addition to your retirement plan.
Read moreDo You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.
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