By Lucas Bucl One of the biggest fears for people in retirement is that they will eventually become a burden on their family members. This concern can be planned for and guarded against through long-term care planning. This plan often involves the consideration of...
By Lucas Bucl Long-term care planning is an important component of a financial plan. We recommend that our clients start seriously thinking about this piece of their financial plan once they reach age 50. Many choose to purchase long-term care insurance to help...
By Joni Lindquist If you are looking to change jobs or are transitioning to a new job, keep these four rules in mind to avoid stay on track with your goals. Rule #1: Understand the “Total Package” Know the impact on pension benefits, salary, bonuses, equity, health,...
By Patrick Amey This past Sunday, I sat and watched the Chiefs move to a 4-0 record on the back of one of the best defenses in the league and quality quarterback play. Fox commentator and NFL Pro-bowler, John Lynch, kept marveling about Kansas City’s quarterback Alex...
By Matt Starkey If you’re like me, you’ve probably stashed your life insurance policies in a drawer, filing cabinet, or safe deposit box where they’ve been gathering dust. But it’s a good rule of thumb to review these policies periodically to make sure they still...
