Home

Holiday Family Time May Be the Best Time for Long-Term Care Talk

Are you getting together with family during the holidays? As odd as the idea may seem, these family gatherings – especially if you’re not physically together very often – might provide the ideal opportunity to have a conversation about a topic many families avoid: long-term care. We ran across this article last week on the … Read more

What Truly Matters: Passing Along Your Beliefs, Values and Wisdom to Those You Love

“Does your estate plan have a gaping hole? Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love.” That’s the challenging premise behind this article that was published recently on the Kiplinger financial website. Written by legacy planner Laura Roser, the … Read more

MarketWatch: Home Equity Can’t Be Ignored in Retirement Planning

“With 77 percent of a retiree’s net worth locked in home equity it’s astonishing why so many financial planners ignore home equity when creating retirement plans.” So states this recent article we just discovered on the financial website MarketWatch.  Written by Denver-based reverse mortgage planner Peter Rueth, the article makes a compelling case that a … Read more

0
Your Cart is empty!

It looks like you haven't added any items to your cart yet.

Browse Products
Powered by Caddy
Skip to content