October 21, 2013
While you may think you’re doing the right thing if you name your special-needs child (or grandchild, sibling, etc.) as the beneficiary of your life insurance, you may be doing the wrong thing. Here’s why. Under current federal law, an individual with more than $2,000 in assets is disqualified from most needs-based government benefits. State […]
August 5, 2013
The rising cost of health care in the United States has become one of the primary risks to a financially secure retirement. With health care costs expected to continue increasing faster than inflation, the time to plan for your future health care needs is now—before you retire. Here’s what you need to know.
March 14, 2013
With a properly structured buy-sell agreement funded with life insurance, your business partners won’t have to scramble to come up with the money to buy out your share of the business and you’ll be guaranteed that your survivors will be compensated fairly and promptly.
March 6, 2013
Every adult should plan ahead by completing an advance directive that specifies his or her personal preferences regarding what are acceptable and unacceptable medical treatments.
January 8, 2013
Here are various ways to pay for health and long-term care costs during retirement, which can help you as you make decisions regarding your retirement plans.