Tag: planning for the future

  • Key Roles in Long-Term Care Planning

    Long-term care events can happen without warning—and in an instant, everything changes. Having long-term care insurance is important, but what truly matters is having the right people by your side. Without them, even the best policy benefits can be delayed or go unused. Here are some of your key team players: ◆ CARE ADVOCATE This…

  • Planning for the Future & Beyond

    Planning for the Future & Beyond

    Real estate is often considered one’s residential or rental property. But as we age, real estate can become a burden. If this is you, you’re not alone. Meet “Mrs. Lee,” a longtime homeowner who finds her home is too big and too much work to maintain. She receives support from a real estate planner who…