Category Archives: Insurance
Retirement reality: when is not always your choice
Interesting chart here from the Employee Benefits Research Institute analyzing the frequency at which people are able to retire on their own terms compared to those who have been forced to retire earlier or later than planned. Twenty years of … Continue reading
Long-term care insurance rate increases vary
Gary Brooks’s monthly column in The News Tribune on Dec. 1 highlighted changes in the long-term care insurance industry. Insurance companies are raising premiums and MetLife will stop taking new applications at the end of the year. You can read … Continue reading
The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
Protect Your Greatest Asset—Your Income
May is National Disability Insurance Awareness Month. Myths and assumptions about the need, or lack thereof, for disability insurance make it critical that more awareness is developed to understand the potential risk of losing your income. Your ability to earn … Continue reading
An Overlooked Tool to Protect Your Income
When you start a new job, or your employer holds its annual open enrollment period for employee benefits, you have an important financial planning opportunity. Many people focus on a company retirement plan as the primary benefit. But don’t overlook … Continue reading
Long-Term Care – Important Part of Your Plan
November is National Long-Term Care Awareness Month. Even the U.S. Congress has urged “the people of the United States to recognize an opportunity to learn more about the potential risks and costs … and the options available.” As professionals committed … Continue reading
