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7 Things We Help Our Clients Evaluate When Shopping For Long Term Care Insurance

A good long-term care insurance policy is simply part of the answer to the question: “How can I afford long term care?” Long term care insurance (like everything else related to long term care) is not cheap, and it’s not for everyone. And the difference between a good policy and a bad policy is hidden in the details.

Estate Planning Investment Planning Social Security Insurance Planning Retirement Planning
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5 Questions Everyone Needs To Be Able To Answer If They're Suddenly On Their Own

When we talk with families, we usually see one spouse who is responsible for the family finances. Even in households where there is a relatively equal distribution of child-raising, chores, and other tasks, it’s very rare for me to see such an equal arrangement with the family finances. More often, I see that one spouse handles ALL of the finances, and the other spouse is pretty aloof.

Estate Planning Investment Planning Tax Planning Divorce Planning Retirement Planning
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Financial Actions You Should Consider Taking BEFORE Year's End (If You're Still Working)

As we come to the end of the calendar year, people love to put together an end-of-year checklist for things that normally get overlooked throughout the rest of the year. Just as importantly, there are some opportunities that simply go away (at least for that calendar year) come December 31. If you’re looking to tidy up your finances going into the new year, here are ten places to start.

Estate Planning Investment Planning Tax Planning Insurance Planning Retirement Planning
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