Discover how Long-Term Care Insurance can maximize your tax benefits in 2024! With long-term care costs often exceeding $100,000 annually, it's crucial to explore how this insurance can ensure your fi... ...more
Leveraging Long-Term Care Insurance to Maximize Tax Benefits
July 23, 2024•2 min read
Is your financial house in order for long-term care? Discover the differences between healthcare and long-term care, what Medicare covers, and the importance of long-term care insurance. Learn to avoi... ...more
Understanding Long-Term Care Planning: Medicare, Insurance, and Financial Strategies
July 18, 2024•10 min read
Long-term care planning is a critical aspect of financial and personal well-being, especially for women. ...more
Concise Guide to Long-Term Care Planning for Women: Key Considerations and Practical Steps
July 04, 2024•5 min read
Planning for financial stability and living arrangements in later years is crucial but often overlooked. Today's decisions shape our comfort, security, and well-being as we age. This guide covers esse... ...more
Securing Your Future: Essential Planning for Financial Stability and Care in Your Later Years
June 28, 2024•8 min read
Secure your future by planning today. Schedule a call with us to navigate the complexities of long-term care and protect your loved ones. Don't leave your future to chance—start now! ...more
Navigating Long-Term Care: What Medicare Does and Doesn't Cover
June 13, 2024•12 min read
Learn how breadwinning brides can confidently manage finances before marriage! Discover essential tips and strategies to ensure financial harmony in your relationship. ...more
Mastering the Money Game: A Breadwinning Bride's Guide to Financial Navigation Before Tying the Knot
May 05, 2024•5 min read
Learn how to steer clear of common financial pitfalls and build a solid financial foundation with your partner before tying the knot! ...more
Navigating the Financial Seas Together: Essential Steps Before Setting Sail
April 26, 2024•5 min read
HOMESCHOOLING: Haven or Havoc?
Your child's school years are precious and fleeting.
Now could be your best time to step up where your school is letting your child down. Let this series of myth-busting short chapters encourage you.
2 Major Mistakes
Which one will you make?
Which of these 2 retirement mistakes are you making right now? It's impossible to entirely avoid both mistakes.
You won't know for sure which mistake will work out better for you until it's too late.
How to choose?
Finding the Will
(Part 1)
Have the will to arrange for a smooth transition when you’re no longer around to answer questions (Part 1)
Ensuring your children or other Loved Ones can readily access your important papers when you die entails a sound process versus one or two conversations. You must overcome aversion to the subject of death, procrastination of anything that is long-term, and the tendency to assume things will be fine. Family dynamics can be sweet, spicy, or dicey.
Finding the Will
(Part 2)
While the internet permits convenient access to accounts, policies, and stored documents, it presents a plethora of password management problems. which too many people avoid by succumbing to password laziness, such as:
Embrace Your Clarence
Is Clarence your future?
Golden insight from a golden retriever.
Post-Pandemic W.E.L.L.ness
Where life drastically changed forever two years ago, everyone adjusted to the best of their abilities.
Here are a few of the key adjustments--"pandemic pivots"--that sustained some and prospered others.
Prenuptial Adulting
“Mom, Dad, we’re getting married!"
“Wonderful, congratulations! Here’s what you both need to do first.”
Equipping newlyweds with essentials of responsibility leaves plenty of life yet to be discovered on their own. Adults understand that love isn’t oogly feelings; it’s a hard choice. It’s putting your commitments and your money where your mouth is.
Rethinking Competing Funds for College and Retirement
Married? Is Your Endgame 100% or Just 50%?
Are you single? That other 50% could be whoever is most important to you.
Are you more of a planner than your spouse? It’s all too common for one spouse to blindly trust the planning spouse. Countless endgame “plans” were created by 50% of a couple: