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Ensuring your hard-earned savings is there for generations to come.

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Factoring Insurance Into Your Financial Plan

Insurance acts as a life vest, keeping you afloat in difficult times. Framed in a mindset of care, insurance is one way to protect your loved ones in the event of your inability to. As you near retirement, it is a good idea to think about the type of insurance you may need going forward. Below, I have outlined the pros and cons of 3 main insurance plans: life insurance, health insurance, and long-term care insurance. This list is meant to give you an idea of what lay just beyond the horizon, and how insurance plans could fit into your financial strategy.

Financial Planning Retirement Planning
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Having Family Conversations About Finances

Discussing our finances with our parents or, in some cases, our children, can be incredibly uncomfortable. But working on our finances alone, especially when we want our financial growth to positively impact the family members around us, can often be counterproductive. Having these meaningful conversations with parents, children, or close family members and friends, is important for a variety of reasons.

Financial Planning Retirement Planning
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Should 70 Be The New Retirement Age

Traditionally, the socially accepted age of retirement has been 65, which was the age in which you can first receive your full retirement benefit from the Social Security Administration. Does it still make sense to continue to benchmark our appropriate retirement age with when we are to receive our social security benefits? As we continue to live longer as a society, can continue to retire in our sixties and be able to fund our lifestyles for 20 to 30 plus years? If you are on the verge of retirement I hope these are questions that have come up in your most recent visit to your financial advisor.

Retirement Planning
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Let’s Give Thanks for the Caregivers

Several years ago I went through the process of moving my parents from their home in Florida to an assisted-living facility near my home in the Cleveland area. As many of you know, this is no easy task and includes a sale of real estate; evaluating various senior communities; locating bank accounts, insurance policies, investments, deeds, wills, and powers of attorney; hiring movers; changing mailing addresses; and changing healthcare providers and medical insurance policies. Where do you find the time to take care of all of this and still take care of yourself?

Insights Retirement Planning