Women Nearing Retirement! An Event for You!

Friday, October 14, 2016 | Leave a comment

FOOD FASHION AND FINANCE WOMEN’S SUMMIT Register Now! Discover designer trends and financial confidence at this season’s women’s summit.  Enjoy hors d’oeuvres and shop our fashion gallery to discover your inner style icon.  Our gallery includes skincare brand BeautiControl, fashion jewelry designer Stella & Dot, and clothing retailer Chico’s. GIFTBAGS AND GIVEAWAYS FOR ALL WHOContinue Reading…

Estimated reading time: 3 minute(s)

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Did You Know? The NEW Ways to Access Long-Term Care Benefits

Thursday, September 29, 2016 | Leave a comment

If you’re nearing retirement you may be familiar with traditional long-term care insurance.  It can be complicated, expensive, and if you never need long-term care, you will have paid premiums all those years without experiencing any benefit.  For these reasons, many retirees forego LTC coverage, leaving themselves vulnerable if they need nursing care in theContinue Reading…

Estimated reading time: 5 minute(s)

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Money for the Kids: Building a Legacy for Generations

Thursday, September 22, 2016 | Leave a comment

Transferring wealth is a key consideration in my clients’ retirement plans.  Passing assets to future generations takes careful planning to make sure children and grandchildren receive the maximum benefit of all that you’ve worked hard to achieve.    Let’s take a look at Joan, a retiree who has the same concerns as many of theContinue Reading…

Estimated reading time: 9 minute(s)

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