Planning

Uh, no – no Coke…Pepsi

June 25, 2022 By Craig Misuradze

Remember when Saturday Night Live was must see TV? One of my all time favorite skits was from 1978 and featured John Belushi, Dan Ackroyd, and Bill Murray as workers at the Olympia …

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What is Asset-Based Long-Term Care Planning…an Inside Look at Today’s Best “Cutting Edge” Strategies

July 10, 2019 By Craig Misuradze

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% …

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The Most Important Document That 99% of Everyone I Meet is Missing

November 9, 2018 By Craig Misuradze

Over the past 20 years of meeting with people getting ready to retire, I’ve developed a “21-point Retirement Checklist” that covers all crucial financial and non-financial topics that everyone should …

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