Our Blog DO JOIN THE CONVERSATION
We all have made plans for retirement. We may have engaged a bona fide financial planner, estate attorney, or an investment manager. Or maybe we just take great pride in doing all ourselves. No matter how it’s accomplished, we do it all in the shadow of an 800 pound gorilla. It is a big shadow! [...]
Reality: Anticipate the need for extended care later in life!
In a recent survey of clients who utilize the services of a financial adviser, responses show a strong fear that they will run out of money during their retirement. TASK ONE for financial advisers is to make sure that does not happen. This is a key reason for people to engage a financial adviser. They [...]
In an initial visit with a couple, I learned that one of the two had no health issues whatsoever. He qualified for a premium discount because of his excellent health. As it happens from time to time, the couple wanted to “sleep on it” before making a decision to move ahead. Unfortunately, that proved their [...]
Many clients I talk to feel strongly about not being a burden on their families when they require extended care in their later years. More often than not, they themselves have experienced the high costs of care giving for family members in the past, and they don’t want to pass that responsibility on to their [...]
