Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with a 70% likelihood of needing some level of extended care, is a predominant retirement risk that should be addressed in every conversation. Many people believe […]
“Even before the pandemic, the senior health care marketplace was experiencing rate increases, capacity shortages, and changes in coverage. The pandemic further deepened these trends.” As you plan your eventual exit from the workforce, it is likely your retirement and income planner has talked to you about the need for long-term care insurance. Long-term care insurance […]
Retirement is all about cash flow, but did you know…. When folks seek to retire, one of the most important objectives to evaluate is their Social Security benefits. Social Security is an excellent resource because it provides a guaranteed check for life. However, if you file your benefit to early (62), you could face up […]
Your financial planner gets paid even if your account loses value, what a deal! In the past, financial planners, stock brokers and financial advisors used assets under management as a revenue source. It works this way: the client has $500,000 invested with the advisor and even though some of the assets may have been acquired […]
Learn the rules to avoid a tax mistake when you roll over your Individual Retirement Account Individual Retirement Account (IRA) rollover is a tax-free distribution from one retirement account to an IRA. It allows your savings to continue accumulating, tax-deferred. An IRA rollover comes in handy if you’d like to consolidate your retirement plans into […]
Annuities have a long history of successful retirement income planning, dating all the way back to the Roman Empire in A.D. 225! Simply put, an annuity is a guaranteed payment for a certain period of time, more commonly a lifetime. Ensuring the recipient of the payment never outlives their money and has a guaranteed income […]
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