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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 [...]

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Considering long term care insurance is especially important for those who remarry. Blending families at any age is difficult. It doesn’t get any easier later in life when care needs are looming and questions regarding the couple’s estate bubble to the surface. Family relationships can get ugly, especially for blended families. Hear this: “Blood is [...]

In the recent go-go decades of the 1980 and 1990s, people used to say that money gave them “freedom” and “choices”.  Today people say the best thing about having money is “feeling secure.” The Silent Generation (ages 65-85) is twice as likely as any other segment of the population to say that “not being a [...]