Sep 12, 2024
Yes, a colleague of mine is selling all of her uncle's belongings because he was "put into aged care".
Those who plan know where they want to be when a long term care event enters the picture. And they have the income, savings and LTC insurance to support their plan. Most stay home with help for most to the need and...
Sep 5, 2024
On Sunday, Suze Orman discussed the finally finalized rules for inherited IRA's.
Listen here: https://www.suzeorman.com/podcast
Today, I'm going to share a case study to share what one of our clients did with some of the IRA funds she inherited from her mom.
Some of you know that "non-eligible" beneficiaries of IRA...
Aug 29, 2024
The two most common reasons people tell me they're looking into LTC insurance are:
1) They don't want to bankrupt their spouse emotionally, physically or financially, and
2) they don't want to burden their children with the responsibility to care for them or to have to pay for their care.
Many who say this are caring...
Aug 22, 2024
Tom shared that there is dementia in his wife's family but not in his. He wants a policy for her but doesn't think he'll need one.
My mom's husband said the same thing several years ago, and now he has dementia, at age 68. She's going to be upset that I am sharing this, but it's so important to consider how your...
Aug 15, 2024
This week, we're talking about health qualifying for LTC benefits.
What to do...
What not to do...
LTC planning is all about timing. If you apply at the wrong time or with the wrong company, you could be declined for something that would have been approved had we waited for the right time or company. We don't want to...