A client of mine has been going crazy as she is the power of attorney for one of her family members, as well as a...
Long-Term Care (Consumer) Blogposts
Webinar Recording: Social Security Ideas, How to Finance Long-Term Care, and Estate Planning
Below is a webinar that was conducted for consumers across the country on 4/23/24. https://youtu.be/dEHCZEjEYiU
Adding Potential Long-Term Care Costs to Retirement Planning
This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...
What is Long-Term Care?
Long-term care refers to the services and support provided to individuals who require assistance with daily activities...
Video: Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
Roth IRAs: The Basics and Not-So-Basics
With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...