Many of you are proactive about reviewing your investments. But many of you are not aware of what insurance policies you own (from auto to life) and what they cover.
This recent article I've written for “Rethinking 65” is directed mainly toward other financial advisors, but I thought you might find the information about Long Term Care Planning, including using long-
term care insurance as a retirement (investment portfolio) protector useful. We work together for years to manage and grow your investments so you can retire well, including traveling and spending
precious time with your grandchildren.
But what happens if you or a spouse requires hundreds of thousands of dollars in long-term care services? Will the healthy spouse be left with enough savings to live her or his own retirement dreams?
Additionally, you might want to share this article with your adult children so they can also incorporate long-term care planning into their own retirement plans.
Have a read, and let me know if you or your adult children have any questions, or would like to meet for a review - I'm always here to help.