Statements | Client Login

Seventy Percent Need Long Term Care

February 3, 2019

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and executing basic movements... View Article

Long Term Care Planning Could Save Your Retirement

December 3, 2018

Yes, saving for retirement and planning for income is important but so is planning for the unexpected.  It is incredibly easy to get caught up in the present and not think about how much one needs to take care of themselves... View Article

Your Social Security Benefits Get a Boost

November 6, 2018

Some seniors are dependent on their Social Security benefits, but the majority of your retirement income may be derived from other sources. While your Social Security income may not be your primary source of income in retirement, you nonetheless may... View Article

Retirement Should Not Scare Women

October 29, 2018

Halloween may be an appropriate time for a good scare, we should limit unwanted surprises in retirement! Generalizations may not necessarily reflect your individual circumstance although there are fact-based reasons why the average woman faces greater hurdles than the average... View Article

October is National Financial Planning Month

October 19, 2018

You have worked hard for your money, because you have a bigger goal than just paying the monthly expenses. You have a long term goal that is important to you. For some, that goal is to be able to retire... View Article

Back To Top