Author Archives: John

How To Finance Your Relaxed Retirement

Have you thought about your retirement and long-term care? Are you prepared for the unexpected? The Long-Term Care Financing Collaborative began meeting in 2012 to address the fact that too few people have the resources to pay for long-term care.  Currently, there are roughly 10-12 million adults who require long term supports and services (“LTSS”). Continue Reading

Planning for Disability

Every American is likely to develop a disability in their life, some disabilities will be temporary.  Because of this it is important to plan for disability at any age.  In 2010, across all age groups, almost one in five people had a disability according to the United States Census and the statistics show that developingContinue Reading

In State Vs. Out of State Executor

When designating your executor, or personal representative, of your estate you want to choose someone you trust.  The best case scenario is to choose someone you trust and lives nearby.  If you choose someone who lives out of state they have a few more loops to jump through.  First, travel is something they will needContinue Reading

The Need for Life Insurance

You may not realize it, but life insurance is important once you get married, buy a house with someone or have a child.  Most people purchase a term insurance policy which will pay a set amount to the beneficiary if the policy holder dies within the boundaries of the term.  If you are a healthyContinue Reading

MOVED BACK!!!

Our building is repaired and we moved back in! Thank you LZL Construction!