Tag Archives: retirement

Baby Boomers Trading In and Trading Up Their Vehicles

Posted on May 26, 2015 by

A recent study has found that Baby Boomers have now become the most likely age group to purchase a new vehicle, many of whom choose to finally buy their “dream car.” Luxury automakers Mercedes-Benz, Jaguar and Porsche are among the … Continue reading →

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REAL ESTATE TREND: TINY HOUSES

Posted on April 30, 2015 by

When it comes to houses, bigger isn’t always better. Tiny houses are the newest trend in the housing market, especially for those boomers looking to downsize. Averaging from 100 to 400 square feet, they offer many of the same amenities … Continue reading →

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MORE AMERICANS RETIRING ABROAD

Posted on September 13, 2014 by

The rate of Americans retiring outside of the United States has doubled over the past 10 years. Low cost of living, warm weather year round, and the experience of a new culture are enticing prospects. But, there are a few … Continue reading →

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THE CHANGING FACE OF RETIREMENT COMMUNITIES

Posted on June 18, 2014 by

Retirement communities have long been Sun Belt developments filled with golf carts and “early-bird” specials. But real estate developers are finding that today’s boomers have different ideas about their retirement homes. “Today, people do not want a geezer ghetto,” said … Continue reading →

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Investors Not Feeling Personal Relationship with Wealth Managers

Posted on August 8, 2011 by

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

Posted on November 11, 2010 by

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!

Posted on November 9, 2010 by

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

Posted on September 6, 2010 by

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

Posted on July 7, 2010 by

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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Welcome!

Posted on May 27, 2010 by

I own a long term care insurance agency and every day I meet with people to discuss the need for long term care planning and financial products. I get to hear their stories. This blog is about their stories of … Continue reading →

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