Consumer Content Blogposts

Estate Planning Ideas and Reasons to “Gift” Now

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 14, 2023 | Consumer Content, Estate Planning, Estate Planning (Consumer), News | 0 Comments

This article is meant to give just a couple of quick updates on gift and estate tax limits that have recently been...

Adding Potential Long-Term Care Costs to Retirement Planning

by Charlie Gipple, CFP®, CLU®, ChFC® | Nov 3, 2023 | Consumer Content, Long-Term Care, Long-Term Care (Consumer), News, Whitepapers | 0 Comments

This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages, click the arrows that...

What is So Great About An Annuity???

by Powered By AI | Jun 8, 2023 | Annuities (Consumer), Consumer Content, Retirement (Consumer), Uncategorized | 2 Comments

In today's uncertain economic landscape, individuals are increasingly seeking reliable and secure ways to safeguard...

What is Long-Term Care?

by Powered By AI | Apr 24, 2023 | Consumer Content, Long-Term Care (Consumer) | 0 Comments

Long-term care refers to the services and support provided to individuals who require assistance with daily activities...

Charlie’s Broker World Article: Is Delaying Social Security Worth It?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 14, 2023 | Broker World, Consumer Content, News, Social Security, Social Security (Consumer) | 0 Comments

One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....

Video: Ex-Spousal Social Security Benefits (Soundbite)

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 29, 2022 | Annuities (Consumer), Consumer Content, Financial Professional Content, Life Insurance (Consumer), Long-Term Care (Consumer), Retirement (Consumer), Social Security, Social Security (Consumer), Taxes, Videos | 0 Comments

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

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 18, 2022 | Consumer Content, IRAs and Qualified Money, Long-Term Care (Consumer), News, Retirement (Consumer), Taxes | 0 Comments

With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. ...

Medicaid In Plain English

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 17, 2022 | Annuities (Consumer), Consumer Content, Medicaid, Medicaid (Consumer), Special Category | 0 Comments

Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...

The Long-Term Care Option You Never Heard Of…

by Charlie Gipple, CFP®, CLU®, ChFC® | Apr 12, 2022 | Annuities (Consumer), Consumer Content, Economic (Consumer), Financial Professional Content, Life Insurance (Consumer), Long-Term Care, Long-Term Care (Consumer), Retirement (Consumer), Social Security (Consumer), Taxes | 0 Comments

First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...

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