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Important Stuff

We enjoy sharing ideas and insights that add additional value for clients. Here are some tools and resources we suggest you explore.

MyDirectives – Families with a plan cope better in a crisis. Don’t burden your family with difficult, emotional decisions. Tell them what you want.

Genworth 2016 Cost Of Care – Calculate current and projected long-term care costs, compare locations, and access helpful resources including the interactive map.

HECM Advisors Group – A reverse mortgage (HECM) loan is insured by the Federal Housing Administration (FHA). Loan proceeds can be used to pay medical bills, to finance living expenses, in-home care, or any extra cash can be saved for unexpected expenses.

The Living to 100 Life Expectancy Calculator uses the most current and carefully researched medical and scientific data to estimate how old you will live to be.

Retirement Income Literacy Quiz – Understanding issues such as when is the best time to retire, how to maximize Social Security and employer-provided benefits, and how much can be safely withdrawn from a portfolio are all critical to a secure retirement. See how you do and to learn something new about retirement income planning.