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Preparing For Tomorrow podcast

Sep 13, 2022

This week, our case study will hopefully have a happy ending.  The couple was referred to me in 2019, their advisor liked the plan I proposed and told them to wait three years, until they were age 60, to buy the coverage.

Today, they are both 61 and still waiting for recent health concerns to be resolved so they can...

Sep 6, 2022

This is a question so many of us ask when an extended care need invades our world.  We don't want to have to ask this when a loved one needs help living...we feel guilty even thinking about it.  We also find ourselves asking "how long" when we are planning for our own future needs as well.  There will always be some...