Insurance – Preserve and Protect
Taking Inventory of Your Life Insurance Policies
As financial advisors we see all different kinds of life insurance policies that were sold for all different reasons at all different times of life. Here are a few examples:…
Read MoreLong-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…
Read MorePlan 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…
Read MoreHow Long to Keep Financial Records
We are often asked how long to keep financial records. To answer that question, let’s take a look at various types of documents: Tax Returns: The IRS recommends keeping tax…
Read MoreWhat’s for Dinner – and Other Things You Should Know Before it’s Too Late
My husband says I worry too much. I recently suggested that he use one of these new “meal delivery” services if something were ever to happen to me. He said I…
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