The CARES Act, recently signed into law on March 27, 2020, makes big changes to retirement plan rules and adjusts several rules and regulations to make our financial lives a little easier. Among the …
The Blog
What is Asset-Based Long-Term Care Planning…an Inside Look at Today’s Best “Cutting Edge” Strategies
Let me say upfront: my goal is NOT to get you to buy long-term care insurance. Long-term care insurance has been pitched by insurance agents for over 40 years without much success. Approximately 11% …
Why It’s Important Today To Use The F-Word In Retirement
Our daughter Jessica was about seven years old when she proudly announced at the dinner that she knew what the “F-word” was. “Really?” I said trying to hide any alarm I felt that my little girl had …
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The One Simple Thing You Can Do Today To Make Your Life Better
What if a good friend told you she had made a huge discovery – she had found a secret potion that could measurably improve your memory, your ability to learn new information, overall cognitive …
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New Study: Sugary Drinks Are Linked to Cancer Even if You’re Not Overweight!
When asked in his late 90s if his doctor knew he still smoked, comedian George Burns quipped, “no…he’s dead.” There is no way to know exactly why one person develops cancer and …
After a 37 Year Winning Streak for Bonds, is it Time to Consider Other Safe Options for Retirement Funds?
It’s no secret that interest rates have been coming down for nearly four decades, and that has been great for bond values. Bonds have enjoyed a strong bull market during those 40 years because bond …