Jun 23, 2019
Are you – or your loved ones – asking, “What about the house?”
It’s important to consider your home an asset that needs protection. After all, certain decisions can change it from being an exempt asset to a countable asset, and this can greatly impact your financial strain when it comes to long-term care. With...
Jun 22, 2019
What are your short and long-term financial goals?
For an 8-year-old, a long-term goal may be the purchase of an exotic car, but perhaps you’d like to ensure a covered income gap, make sure your money outlives you, or leave a legacy for your family. To do this, it’s important to make sure your buckets are filled and...
Jun 21, 2019
Today’s show is about rollover options and protecting your cognitive health.
There are six options to consider when rolling over your qualified account and a few things to remember before doing so. You can do an IRA rollover, leave it in the company plan, roll it into a the new company’s plan, do a lump-sum...
Jun 20, 2019
What will your – or your loved one’s – elder care journey look like?
It’s better to be educated and prepared than realize what you need when it’s too late. There are three primary ways to utilize long-term health insurance to pay for long-term care and strategic ways to leverage IRA money and assets so your...
Jun 19, 2019
Are you protected against long-term care costs?
Just because you’ve worked with an advisor or attorney doesn’t mean your long-term care costs have been considered as part of your holistic retirement plan. Asset-based long-term care strategies and companies like Michigan Senior Services can help the transition into...