Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...

Confidence is king. Whether it is confidence in sinking that next putt on the golf course, or walking into a room of strangers and...

I’ve noticed a trend in my practice – people not yet enrolled in Medicare are moving to high deductible health insurance plans to offset...

During my client consultations, I’ve discovered that understanding Medicare is an area where my clients express the most frustration and...

A man in his late 80s, suffering from both dementia and routine falls, could no longer be cared for by his wife in their home. Their...