Category Archives: boomers

Rising Markets and Improving Economy Need for Long-Term Care Plan

One out of every 10 American households will be worth at least $1 million within the next four years and these individuals should be planning to protect their savings with Long-Term Care Insurance. First Time Millionaires Should Have Long-Term Care … Continue reading

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IRS 2018 Long-Term Care Insurance Deduction Schedule

Many people are unaware of the significant tax-treatment available with Long-Term Care Insurance. As more people purchase these plans prior to retirement, these tax benefits can make what is an affordable product even more valuable. Tax deductible limits for traditional … Continue reading

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Long-Term Care Awareness Highlighted in November

November in Long-Term Care Awareness Month. This is an outstanding time of year to think about not only your older family members and how aging is impacting them but your own planning for the financial costs and burdens of aging. … Continue reading

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Work with Specialist in Long-Term Care Planning

There are many financial planners and insurance agents throughout the country. There are very few¬†Long-Term Care¬†specialists. If you are looking to find an affordable way to address the financial costs and burdens of aging than contact me. Endorsed by the … Continue reading

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Most People Can Afford Long Term Care Insurance

Like many people these days you probably go to the internet to research products and services. It is easy and convenient. It can also be a maze of inaccurate or misleading information. Do a search on long-term care planning and … Continue reading

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David Cassidy Reveals He is Suffering from Dementia

I had the wonderful opportunity to have lunch with and speak with David Cassidy on the phone a number of times. This is sad news as he now has to deal with memory loss. However it is a good reminder … Continue reading

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Caregiving Growing Burden on Women in Mid-Career

Life expectancy is usually considered a good thing. However, as longevity increases, the need for elder care continues to grow. Without advance planning the caregiving usually falls on the lap of a woman. This places a huge additional burden on … Continue reading

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