Category: Healthcare

Long-Term Care

Long-Term Care Insurance

If I never use it, I don’t get anything back. Yes, that is absolutely true of basic long-term care insurance. I say basic because hybrid plans exist that co-mingles LTC insurance with life insurance or annuities—but that’s a different subject for a different day. Today I would like to share a story with you: Several…
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April 13, 2023 0
Family Care

National Family Caregiver Month

Actually, that was in the month of November. We couldn’t quite squeeze it into the Life Planning 101 podcast schedule, but that doesn’t mean it is any less important. We have a pandemic in this nation and for once, I am not talking about COVID. This Pandemic is the escalating need for long-term healthcare and…
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December 6, 2022 0
Long-Term Care

The 70 Percent

Can you believe it? 7 out of 10 people turning 65 will need long term healthcare services in their lifetime. 1. Which means we may not like it, but there will be a day the majority of us will need it. What’s the big deal? Well, it is a big deal – and it isn’t…
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July 6, 2021 0
Checklist

Year-End Financial Planning Checklist

Fall/Winter is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, we will be happy to go…
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December 28, 2020 0
Questions

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don’t have to be reactive. You can begin by asking these 10 questions:…
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September 1, 2020 0
To-Do

Your Year-End To-Do List

Wow! Where has 2019 gone? There are only two months left—the busiest two months of the year with the holidays in full swing. The funny thing is that most people try to cram everything they intended to do all year into this hectic, compact time-frame.  I guess the old adage is true—done beats perfect every…
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November 6, 2019 0

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