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ADD A LONG-TERM CARE RIDER TO YOUR LIFE INSURANCE POLICY AND ADDRESS TWO FINANCIAL RISKS WITH ONE POLICY
It is estimated that more than 70% of Americans will need long-term care at some point in their lives. Yet, the average American underestimates the cost of long-term care by almost 50%. Depending on the type of care needed, the cost of long-term care can range from $48,000 to $100,00 or more a year!
The need for car [...]
It is estimated that more than 70% of Americans will need long-term care at some point in their lives. Yet, the average American underestimates the cost of long-term care by almost 50%. Depending on t [...]
NOW’S THE TIME TO PLAN YOUR BUSINESS EXIT STRATEGY
Did you know that only 33% of businesses are ever successfully sold, and only 30% of all family businesses survive the transition from one generation to the next?
Considering that typically the business itself represents 50-90% of a typical business owner's net worth, those statistics are staggering.
Turning the [...]
Did you know that only 33% of businesses are ever successfully sold, and only 30% of all family businesses survive the transition from one generation to the next?
Considering that typically the bus [...]
FOUR KEY ELEMENTS THAT DEFINE PERSONAL FINANCIAL WELL-BEING
Whenever I meet with a new client, I always ask what “personal financial well-being” means to them. Without this information, it’s impossible for me to set the client on their best short- and long-term financial path.
If you haven’t done this already, take a moment now to write down a definition of financi [...]
Whenever I meet with a new client, I always ask what “personal financial well-being” means to them. Without this information, it’s impossible for me to set the client on their best short- and [...]
