I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, …
We believe firmly that most clients should be building their retirement accounts, and particularly their Roth accounts. Even retired clients can benefit from building their Roth balances. With that in mind, please consider the following. Make Your Annual Roth IRA Contributions Monies from a …
Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors
Last week Debbie was in Minnesota presenting the keynote address “How to Thrive During the Consumer Revolution” to over 1,200 Thrivent Financial Advisors. The feedback was amazing, and they particularly enjoyed the personal anecdotes and stories Debbie shared about going to the …
Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.
The retirement planning process is full of potholes – they seem to pop out of nowhere and can do major damage if you’re not careful. In my years as a financial guide, I’ve put in a lot of man-hours helping people avoid financial potholes. The danger is real and the monetary bruises take a w …
