Monthly Archives January 2017

FINANCIAL PLANNING WITH THE FAMILY

Legacy Preparation It’s that time of year again… The end of the year holidays are when you gather with loved ones, eat more than you planned and watch football until you fall asleep. While you have your family gathered in one place, consider carving out time to have a candid conversation with your loved ones about your retirement plan and your legacy. This way you can get their input…and buy-in…on your plan. And everyone will leave feeling included in the conversation. So what to discuss? Long-Term Care (LTC) Adult children are often concerned that they will need to care for
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Life Insurance – The Unexpected Holiday Gift for Grandchildren

Thanksgiving flew by, and now here we are, deep in the holiday season. And if you’re a grandparent, finding the perfect gift for your grandchildren can be challenging. While the hottest new toys and gadgets offer an exciting present to unwrap, they’re also a common gift that loses value quickly. If you’re looking for a holiday gift that provides longer “shelf life,” you may want to consider purchasing a life insurance policy for your grandchildren. Here are some details to consider as you prepare your gifts: Key Benefits of Gifting Life Insurance 1. Provides lasting value A life insurance policy
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