Do I Need Long-Term Care? It is Not That Simple

Planning for long-term care in your retirement can help preserve your wealth not just to make your own golden years easier but also to secure your legacy.

Watch Out For The Gift Of The MAGI

A couple of weeks back, Jack came to see me. Jack is married to Sandy, and they have three grown children. Jack is a pretty smart guy. He retired as the director of financial planning at a large aerospace manufacturing company, having earned and saved quite a bit.   After retiring, Jack was asked to […]