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Preparing For Tomorrow podcast

Apr 26, 2022

Most people state they don't want to burden their children with long term care needs like bathing, dressing and going to the bathroom, but they too often don't consider the financial burdens that go along with that.  Affluent people often believe that they don't need to discuss LTC needs because they have enough...


Apr 19, 2022

The Setting Everyone Up for Retirement Enhancement (SECURE) Act was put into effect in 2020.  It delays our RMDs on IRAs until age 72 (yay!), but it also requires most inherited IRAs to be fully liquidated within 10 years rather than allowing us to stretch withdrawals over our own lifetimes.  Listen and learn how...


Apr 12, 2022

Because I included a case study in last week's episode, go back and listen to Aaron's options for a plan to provide LTC and also reduce his tax obligations.  This week, listen and learn about two laws that have been enacted, LTC Partnership Act and Pension Protection Act, to help consumers preserve assets and let...


Apr 5, 2022

Aaron in Ohio is 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 decuctions can be designed just by moving some variables.  During tax season, we are all seeking deductions.  Reach out to me at