There are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid or obtain long-term care insurance. Use this calculator to determine your potential long-term care needs and how long your current assets might last.
LTC Insurance Need
Understanding Your Retirement Account Options
401k, 403b, IRA, Roth IRA… Your retirement savings options can get confusing. I’m here to help. Choosing the right type…
SECURE Act 2.0 Update
Now that congress has passed more changes to the laws around retirement planning, what does it mean for your plan?…
Financial Spring-Cleaning Tips
When you’re spring cleaning your house and yard this year, don’t forget your finances. Just as your house doesn’t clean…
5 Steps Before Retirement
Preparing for retirement is a step-by-step process. But what are most essential steps? No two houses are exactly alike. Yet…