Posts in Personal Financial Management

  1. Non-Traditional Long-Term Care Insurance Options

    A recent Associated Press article reports that government figures show nearly 7 in 10 Americans will need long-term care at some point after they reach age 65, whether it’s from a relative, home health aide, assisted living or a nursing home.

  2. Income Riders: A Different Retirement Philosophy for Baby Boomers

    According to the Pew Research Center, just over a quarter of the total U.S. population are “baby boomers,” which refers to the dramatic post–World War II baby boom from 1946 to 1964. And if you are one of this 26% and preparing for your retirement, then you are most likely aware that you are facing very different […]

  3. Why You Need to Make Beneficiary Planning a Priority

    Financial planning is instrumental to creating a successful future for you and your family.