Tuesday, August 4, 2015| 1 Comment
Having a financial plan that adds strength and synergy to itself is paramount to maximizing what you receive in retirement. Building a plan that works to support itself and ultimately you is not so easy. Very few financial advisors are capable of actually designing a plan of this caliber. This reminds me of a number… Continue Reading…
Estimated reading time: 7 minute(s)
Friday, June 12, 2015| 1 Comment
Having your portfolio results tested in advance is the same as printing out a map or using a GPS device to get you where you need to be before you set out to get there. We know the power and advantages of preplanning a route for a trip. The reason we print out a map… Continue Reading…
Estimated reading time: 9 minute(s)
Saturday, May 23, 2015| 1 Comment
I recently authored an article for Money.com to help pre-retirees and retirees discover ways to multiply their money in retirement. The tools I describe are time tested and effective. Knowing they are out there and available is the first step to deciding how they fit in your retirement plan. Click the article title above and… Continue Reading…
Estimated reading time: 2 minute(s)
Tuesday, May 12, 2015| 1 Comment
I recently was asked to write a short article for Fortune.com to educate readers about basic, but important, concepts to understand regarding investments. Understanding how to decipher the code of better risk adjusted returns is important for all investors. First click the article title above to view the article then click the words Fortune.com to view the… Continue Reading…
Estimated reading time: 2 minute(s)
Wednesday, May 6, 2015 | 2 Comments
A hot topic often discussed in the media is how long-term care insurance (LTCI) rate increases will force people to cancel their coverage. Here’s the truth: Each state has a Division of Insurance that regulates an insurance carrier from arbitrarily raising rates on policyholders. Think of them as your consumer watchdog! If an insurance company… Continue Reading…
Estimated reading time: 7 minute(s)
Sunday, April 5, 2015 | Leave a comment
Everywhere you turn for information, you are led to believe that the long-term care insurance (LTCI) industry is changing dramatically. Many authors and information outlets advocate that the changes are sweeping and dramatic, and we should fear the change. However, I believe change is nothing to fear. The truth is, although there have been changes… Continue Reading…
Estimated reading time: 8 minute(s)
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