by ChrisNovember 22, 2010 Observations & Analysis Do You Invest Like a Man or a Woman? Some investing tests are showing men to be more capable than women at answering investing/money questions - and this is … Read More
by ChrisNovember 19, 2010 Health Care & Insurance How to “Hide” Your Money For Long Term Care Planning "People often seek immediate annuities because they want a steady income. However, financial advisors talk up another benefit as well: … Read More
by ChrisNovember 18, 2010 Observations & Analysis Getting a Retirement “Job” So many clients approach me and ask if they will be able to afford to retire. They look at me, … Read More
by ChrisNovember 17, 2010 Health Care & Insurance Adult Day Care De-stigmatizes the Nursing Home Image Adult day programs that provide meals, social connections and activities for older adults are sparking interest as one answer as … Read More
by ChrisNovember 16, 2010 Retirement Income Planning You Can “Roll Over” Your Old Annuities & Life Insurance Why Even Consider an Annuity Rollover? Many people have annuity contracts that date to pre-Ronald Reagan. Because of the potential … Read More
by ChrisNovember 15, 2010 Financial Planning, Retirement Income Planning Roth Conversion: Why You Might NOT Want To Although many clients and advisors are jumping at this opportunity (to convert Traditional IRA's to Roth IRA's), there are a … Read More
by ChrisNovember 13, 2010 Health Care & Insurance Long Term Care Tax Deduction Rising – My Take on Planning for Tax Benefits with LTC Interestingly, due to changing rules on taxes, it is all the more important that you can claim as fully as … Read More
by ChrisNovember 12, 2010 Health Care & Insurance Another One Bites the Dust: Metlife to Stop Selling Long Term Care Insurance MetLife is just another in the long line of companies that realized they priced their long term care insurance policies … Read More
by ChrisNovember 11, 2010 Retirement Income Planning Buying Future Retirement Income Security In Advance? Many people worry about outliving their income. And typically, because fewer and fewer people have a pension that they can … Read More
by ChrisNovember 8, 2010 Financial Planning, Under Age 35 Attention Gen X & Gen Y: Gaping Holes in Your Financial Plan, Part 4 if you are under age 35, you have to really consider the idea that planning for your future financial independence, … Read More