Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about…
Read More
3 Questions To Ask About Your Long-Term Care Needs
If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in…
Read More
Who Needs Disability Insurance?
When meeting with prospective clients about putting together a comprehensive financial plan, one of the biggest items missing is disability insurance. Did you know that 1 in 3 people between the ages of 35-65 will…
Read More
7 Disturbing Life Insurance Facts
Do you currently have a life insurance policy? As a fee-only planner, I don’t sell insurance. However, I have met very few people who don’t need a policy. As we begin Life Insurance Awareness month,…
Read More
Disability Insurance – “What’s that?”
Every toddler-aged child loves to point and say, “What’s that?” Unfortunately, I hear that a lot from clients also when the discussion of disability insurance comes up. Everyone typically understands the importance of life insurance…
Read More