Financial Planning

New Year, Time to Review and Plan

Last week’s blog, the first of the New Year, highlighted that the top financial resolutions people made were to save more and spend less for 2019. While good intentioned, we know making resolutions stick for the whole year (or even past the first few months!) is where most of us fail. So, in order to back those good intentions with a solid plan, here is a list of 10 things to do now to improve chances of making 2019 a success on the personal financial planning front…

Take Care

When we think of long-term care, the image that often comes to mind is moving our loved ones out of their home and into an assisted living facility or nursing home…. However, the reality is that there are many levels of long-term care, including a scenario where your loved one never leaves their home, but still need care…

The Long View

Did you know that a non-smoking 65-year-old woman today has a 50% chance of living until 88? A non-smoking 65-year-old man has a 50% chance of living until 85? That’s how life expectancy works – the longer you live, the more likely you will live longer….