Is Life insurance a Good Idea?

“According to the U.S. Department of Agriculture, a middle class family raising a child to adulthood will spend over $233,000 on that child between the ages of 0 to 18. That doesn’t even factor in the cost of college education, which can be thousands of dollars more per year once a child reaches adulthood.”

Any Ideas How to Pay for Long-Term Care?

“The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.”

How Can I Clean Up My Estate Plan?

“While estate planning can be emotionally taxing, since you must consider a time after your own passing, it is important to be proactive, both for yourself and for loved ones.”

What Is a Fiduciary and a Fiduciary Duty?

“A fiduciary is someone who manages property or money on behalf of someone else. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own.”

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