Dollars and Diagrams

Evaluate How You’ll Pay For Long-Term Care


If you had to go into a long-term care facility today, how would you pay for it?  Maybe you do not like paying premiums.  I get it.  Who does?   However, better solutions exist today than in the past.  Long-term care is no longer a “user it or lose it” endeavor.  In addition, there can be great leverage on transferring the risk to an insurance company as compared to simply paying for long-term care out of pocket.

You owe it to yourself and your family to revisit the long-term care conversation.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


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10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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