Expanding Options in Long-Term Care Insurance
According to the U.S. Department of Health and Human Services, almost 70% of Americans turning 65 today will need some type of long-term care (LTC) as they age. And 20% […]
10 Things You Must Know About Medicare
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to […]
Preparing for Retirement in America
The Employee Benefits Research Institute and Greenwald & Associates recently released the results of their 2016 Retirement Confidence Survey. Two statistics I found particularly interesting are highlighted from the report […]
Beneficiary Planning for Retirement Accounts, Part II – Non-Spouse Beneficiaries
As I mentioned in my last blog, designating a beneficiary that is not your spouse for your retirement plan accounts introduces a more complex set of rules. Non-spouse beneficiaries are […]
Better to Know What You’re Up Against
More and more today, we realize a secure path through retirement is riddled with challenges and uncertainty. I believe the best way to beat that uncertainty back is to be […]