1. Long-Term Care Planning Webinar – Friday, October 23rd at 9:00AM

    WEBINAR: Friday, October 23rd at 9:00am Speaker: Brian Ott, CLTC - Certified Long-Term Care Planning Specialist  (Presentation is about an hour-long with time for questions after) As heard on KIRO Radio, KVI Radio and other stations, Brian will be going in-depth about how long-term care insurance plans work and all the new options that are available today. You will learn: - What is long-term care…Read More

  2. Room For One In The Life Boat

    What happens if you are in a situation where you or your spouse or partner can’t qualify for long-term care insurance? Often time’s couples will step back from the process and not get any insurance which is a dangerous move. The approach that should be taken is to make sure the healthy spouse has a very meaningful plan offering more coverage for an extended amount of time.  Consider this.  I…Read More

  3. More Than a Remodel Required

    Most seniors say they want to age in place, meaning spend their final years in their own home. Yet, many fail to realize this dream because they failed to properly plan for the additional financial demands of aging in their own home. Much of the focus for aging in place is centered around making modifications to your home. Wider doorways, grab handles, new flooring and even ramps to eliminate stai…Read More