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Manage Money
Manage Money
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Estate Planning
Everyone needs an estate plan. If you don’t have a will or trust, the state of residence will make decisions for you.
Financial Services
There are three places we can put our hard-earned money. The bank. It’s safe, guaranteed by the FDIC, but today not earning enough to keep up with inflation.
Social Security Stratagies
The majority of people in the US take Social Security at age 62. For most this is not the best decision. You need to factor in longevity.
Medicare
When you turn 65, you are eligible for Medicare. Medicare has lots of gaps that can cost you a lot of money. It’s important to have a Medicare Supplement.
Retirement Income
Planning for retirement can be tricky. None of us want to run out of money. It starts with a budget. You need to understand how much you are spending today.
Lifetime Income
Pensions are becoming a thing of the past. If you have one, you are extremely lucky. When I analyze a retirement plan, sometimes it’s helpful to create a pension check using some assets.
Long Term Care
Unfortunately,70% of us will need a helping hand sometime in our lives. This type of care is not covered by insurance, with the exception of qualifying for Medicare coverage.
Insurance Products
Annuity & Financial Services Expert, Expert in creating Guaranteed Lifetime Income, and Long Term Care Expert