Category: Retirement Planning

Estate Planning With Long-Term Care Coverage For Single Individuals
Estate Planning With Long-Term Care Coverage For Single Individuals
Retirement Planning, Subscription-Based Financial Planning
It’s no surprise that family dynamics are shifting among Americans as lifespans lengthen and half the population chooses to remain single. However, financial priorities remain intact, like realigning your spending habits and budget to combat […]
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Caution! Protect Your Children’s Inheritance With Long-Term Care Protection
Caution! Protect Your Children’s Inheritance With Long-Term Care Protection
Retirement Planning, Subscription-Based Financial Planning
Have you thought about what you will do if your parents or grandparents fall ill, become injured, or need Assisted Living, Skilled Nursing, or Memory Care? Sadly, many families don’t consider this until it’s too […]
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The Importance Of Long-Term Care Planning For Entrepreneurs
The Importance Of Long-Term Care Planning For Entrepreneurs
Retirement Planning, Subscription-Based Financial Planning
As an entrepreneur, you’re likely doing your best to stay focused to fulfill your dream of growing your brand and building your business in an effort to ultimately achieve financial freedom. Perhaps you’re making a […]
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Why Younger Generations Should Consider Long-Term Care Coverage
Why Younger Generations Should Consider Long-Term Care Coverage
Retirement Planning, Subscription-Based Financial Planning
Don’t wait until the tables turn and your children eventually become your caretakers. So how can you plan ahead and ensure this doesn’t happen to you and your family?  Consider long-term care coverage.  When you […]
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How To Plan For Retirement And Recession
How To Plan For Retirement And Recession
Financial Planning, Retirement Planning
Life is full of uncertainties, and none more so than the economy. As an affordable financial advisor in the Bay Area, I will tell you that the best way to prepare for a recession is […]
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4 Survival Strategies For High Inflationary Times
4 Survival Strategies For High Inflationary Times
Financial Planning, Retirement Planning
Inflation affects not just your pocketbook, but the way you manage your financial planning. As inflation increases, it can squeeze your income and take a bigger chunk out of your savings. Financial planning during times […]
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How To Preserve Your Retirement Plan Against Inflation
How To Preserve Your Retirement Plan Against Inflation
Financial Planning, Retirement Planning
Retirement planning is not easy if you’re going at it alone and uninformed. There are many factors to consider when choosing how to spend your golden years, and inflation is one of the most important. […]
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Why Financial Planning Is Needed For The Baby Boomer Generation?
Why Financial Planning Is Needed For The Baby Boomer Generation?
Retirement Planning
The number of Americans ages 65 and older will more than double over the next 40 years, reaching 80 million in 2040. The number of adults ages 85 and older, the group most often needing […]
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How To Plan For Long Term Care Costs In Retirement
How To Plan For Long Term Care Costs In Retirement
Retirement Planning
There are 65,600 regulated long-term care facilities in the U.S. In general, seven out of every 10 people will require long term care. About 70% of seniors will need some type of care. And to […]
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Is Subscription-Based Retirement Planning Right For Me?
Is Subscription-Based Retirement Planning Right For Me?
Retirement Planning
You only retire once, so the sooner you start planning, the better. These efforts should live under the umbrella of your holistic financial plan. A financial planning subscription model can provide people planning for retirement […]
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