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Consider These Options to Cover High Cost of Long-Term Care 

According to published statistics, roughly 7 ½ million Americans currently have long-term care insurance policies in force. Yet other data suggests that about 70 percent of Americans will need some form of long-term care at some point in their lives. There’s clearly a major disconnect between preparation and expectation.  That’s why our focus this week … Read more

A Safe Harbor Trust Offers Security, Peace of Mind 

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.”   In a metaphorical way, a … Read more

Natural Allies: Your Financial Advisor and Estate Planning Attorney  

This week our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article we’re attempting to answer the question, what good things can happen when a retiree’s financial planner and estate planning attorney actually collaborate? Doesn’t it make sense to have … Read more

Beyond the Loss: Widows Face Major Financial Hurdles 

When we think about retirement planning, we tend to accentuate the positive. These days, growing older is often portrayed as the “golden years” with one new adventure after another! If we follow that thought process, retirement is like an endless resort vacation.  While it’s true that aging can and often does bring times of great … Read more

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