By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too. I could write a satirically funny article on how […]
Family Love Letters
By Kevin Reardon CFP® Family Love Letters What are family love letters? We have all heard stories of someone on their death bed who said, “there are some things that I have always wanted to tell you,” or the survivor who lamented “I wonder what Mom or Dad thought.” Imagine if each of us, in the […]
Long-Term Care in the 21st Century
If we look back through history, we’ll note that caring for those who became elderly or disabled was handled far differently than it is today. In the late 1800’s and early 1900’s, most people worked either on a farm or in a factory. People worked until they physically couldn’t, and then they would retire. They […]
Plan for Extended Health Care Needs Now, While You’re Healthy
By Michael Smith,LUTCF, President of CPS Horizon During the last 2-3 years I have seen a significant increase in people learning more and taking action for long-term care planning. Pre-retirees and those already retired are beginning to realize that having a plan for care, if needed, is an important aspect of retirement living. Perhaps you […]
What is Your Legacy?
We live in a fast-paced world, with an onslaught of activities and information that distracts us from thinking about what’s truly important in life. We’re so busy trying to get everything done, that we fail to question what it is we’re doing, why we’re doing it, and if we should be doing something entirely different. Are we doing […]
