Mar 29, 2023
This week is chock full of questions we need to be asking to make sure our LTC plan is really going to work. We say we want to stay home, but what are the deeper questions we need to address to be sure that will work? The 3 parts to a plan are 1) where do we want to live? 2) who do we want to have with us? and 3) how...
Mar 22, 2023
Do you own a life insurance policy that has built cash value over the years, and now your need for that coverage has lessened as your net worth and liquid assets have grown? Listen and learn how you can 1035 exchange that plan for one that also includes LTC coverage. If you never need extended care, a death...
Mar 15, 2023
This episod is from April 2022, and Aaron in Ohio was seeking tax deductions for his corporation. He brought me a quote to review, and we found that using the exact same premium amount, how three different tax deductions can be designed just by moving some variables. There are multiple ways to design a plan to...
Mar 2, 2023
BuddyIns is holding a webinar on March 23rd at 1 PM eastern to discuss this very topic with LTC guru Phyllis Shelton. Email me at diane@prepating4tomorrow.com, and I'll send you an invitation to register and attend. If you register and can't attend, a link will be sent to you to listen at your convenience.
There are...
Feb 22, 2023
This eposide from May, 2022 is chock full of statistics. When we're younger, it's more fun to use our money for travel, cars, and fun. We don't want to think about paying for care needs that could be decades away, but we need to plan early to get the best rates and to have a higher liklihood to be approved. The...