Tag Archives: financial plan

Investors Not Feeling Personal Relationship with Wealth Managers

investors not feeling personal relationship with wealth managers according to SEI study – Financial Planning. Not feeling that “connection” with your wealth manager? You may not be alone. The above link takes you to a study that showed people ranked … Continue reading

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Why Long Term Care Planning is Vital for Women

Ladies…..listen up! There is one thing that you may not realize needs to be on your “shopping list”….Long Term Care insurance. The article below really demonstrates how vital this type of protection is for women  – especially single women. I … Continue reading

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November is National Long Term Care Awareness Month!

November has been declared National Long-Term Care Awareness Month to promote the importance of the risks and costs associated with long-term care.  According to the U.S. Department of Health & Human Services, 70% of people over age 65 will require … Continue reading

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The Connection Between Labor Day and Long Term Care Planning

As most of us are relaxing and enjoying a day off from our “labors,” I began to think about the connection between Labor Day and LTC planning. All of our lives (at least most of us) we work. Hopefully, we … Continue reading

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CHANCE OR CHOICE? Why You Need Help with Long-Term Care Planning

I recently met with a representative of another country’s government to discuss long-term care (LTC). At the end of my description of client options, including assisted living, adult day care, group homes and in-home care related programs, his comment was, … Continue reading

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