Do I Need Long Term Care Insurance?

Do I Need Long Term Care Insurance?

As our population ages, this question has become more and more common. We often have clients ask this for themselves, for friends, even for their own parents, and the answer is usually, “It depends.” Taking the time to analyze your unique situation and your goals is important when making the decision on whether or not to obtain Long Term Care (LTC) Insurance, and if so, when to purchase the policy.

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Everyone Defines Happiness Differently: What's Yours?

Everyone Defines Happiness Differently: What's Yours?

The holiday season is a time to be spent with our loved ones. But sometimes it can feel more like we’re going to our high-school reunion. Perceptions run deep, especially when you don’t see each other often.

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A Financial Jam

A Financial Jam

I recently read that only 32% of all households have a relationship with a financial planner. (Journal of Financial Planning, Sept 2017) Let’s be clear, we’re not talking about a relationship with a financial advisor that just makes investment decisions;

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