Client of the Month November 2015
Combo Asset Based Plan Uses HSA to Provide a Lifetime Benefit! A couple, both age 58 were looking for a way to set up a
Combo Asset Based Plan Uses HSA to Provide a Lifetime Benefit! A couple, both age 58 were looking for a way to set up a
Due to a lack of planning, many individuals end up in long-term care situation and are faced with having to spend-down their savings before they
84-year old male was worried about being a burden on his kids. He’s had Chronic Lymphatic Leukemia for the past 20 years, he takes no
State Partnership Plan A 64 year old woman wanted to look into limiting the financial risk of a long term care situation. She was worried
Most of us like to refer our clients to other Trusted Advisors when we think it is appropriate and most of us do it the
Diabetes is becoming more common and more treatable. However, diabetes does lead to more risks that involve long-term care situations Diabetes can affect many parts
In Washinton State, Medicaid Spend Downs rules allow an individual to keep the following assets but must get rid of anything in excess in order
They Work Like This: There are a variety of ways to fund a plan: Plans qualify for Tax Savings from Pension Protection Act Guarantees predictable
Many Life Insurance policies and even Annuity Policies, have what are called Long-Term Care Riders. They also have other names for these riders, such as: