Even if you’ve been planning your retirement for many years, one major expense can ruin your financial plan. Today, 65-year-olds have about a 70% chance of needing some type of long-term care services in their future.
Whether I’m working with a client to review their life insurance policies or a business owner to offer coverage for their employees, I work with so many different people in so many different situations. No two clients are ever the same, and that’s one of the things I love about what I do.
If 2020 wasn't enough with the negative effects of COVID-19 on our economy, many consumers are likely to change some aspects of their legacy planning based on the SECURE Act (Setting Every Community Up for Retirement Enhancement), which was enacted last year.
