A business plan includes a review of your book of business, a description of the vision, company financials, and key objectives. Planning must be done for growth between the planning and the eventual passing of the owner.
To be good to others, you must first be good to yourself. Making self-care a top priority allows you to be a more effective caregiver to your loved one.
The SECURE Act opened up new opportuntities for both estate and retirement planning based around IRA conversionns.
Aging in place continues to increase in popularity, but what to do when you notice an older loved one is having trouble living safely at home is an issue many of us face. Troublesome signs like a dirty home in poor repair, unpaid bills, piles of mail, and food out of...
What do you want to be remembered for? Your eulogy helps answer this question for your survivors
The Internal Revenue Service (IRS) has announced the amount taxpayers can deduct from their 2021 income as a result of buying long-term care insurance. Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent...
Veterans have many choices to sort through and many decisions to make on behalf of themselves, their spouses and children. Decisions must be made about life insurance, retirement benefits, and investments.
Continuing care retirement communities (CCRC) are gaining in popularity across the United States. Sometimes referred to as life plan communities, the goal is to provide a long-term care option for older residents. These residents prefer to live in the same community,...
After a $50,000 car accident, he realized that the $2,000 auto insurance premium he’d been complaining about had been a real bargain, Sarah Healy’s client Tim confessed. The client wondered whether insurance could extend to something about which he cared even more...
You are ready to launch your own business. After some serious thought, research and relationship building, you decide to take a calculated plunge into forming, guiding and growing your company. Entrepreneurs typically are comfortable with higher levels of risk because...
