by Bill Borton | Jan 19, 2017 | Health Care, Health Care Advocate, Health Care Costs, Long-Term Care
Effective long-term care planning requires a dual focus. Many long-term care (LTC) advisors address the financial effects a serious health care event may have on the individual’s retirement portfolio. Yet, illness is a stressful time for patients as...
by Bill Borton | Dec 12, 2016 | Income Strategy, Lifetime Income, Retirement, Retirement Income, Retirement Planning
When you think about your retirement, does it conjure up images of spending more time with your family and doing the things you love? (It should!) Most of our clients have a pretty clear idea of what they want their retirement to look like, but that vision is often...
by Bill Borton | Nov 18, 2016 | Health Care, Health Care Costs, Insurance Coverage, Long-Term Care, Medicare
No one can predict the changes that may happen in Medicare and the Affordable Care Act in the upcoming year. However, you may have questions about the best available supplemental insurance options. How do you choose? How much do you need to cover the gap between costs...
by Bill Borton | Oct 16, 2016 | Financial Plans, Long-Term Care, Retirement Income, Retirement Planning, Wealth Management
Learn How to Avoid the Huge Financial Plan “Hole” that Can Have a Dramatic Impact on Retirement Income, Legacy, and Lives of Loved Ones “I hope I die before I get old.” My Generation, The Who, 1965 Most Boomers were just coming of age when Pete Townsend wrote “My...
by Bill Borton | Sep 16, 2016 | Health Care, Long-Term Care, Retirement Planning
Throughout life’s journey, we prepare for just about every big milestone – buying a house, getting married, becoming a parent, saving for college, enjoying retirement – and we benefit from that time spent learning and preparing. However, we are rarely given that same...
