Long-Term Care
Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for th …
What 4 Million Dollars Can Get You in this Economy
In this episode, Grant and Bill discuss what 4 million dollars can get you in this economy, end of year strategies for 2024, 1995 called they want their housing market back.
5 Reasons to Think About Long-Term Care Planning Today
I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
Why Your Dream Retirement Could Come With One Nightmare of a Problem
In this episode, Grant and Bill discuss why your dream retirement home could come with one nightmare of a problem, unpacking the CPI, gold bars and a 24-pack of TP, and following in the steps of an investing giant.
5 Financial Considerations for Americans Thinking About Retiring Abroad
What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire.
The Hot Topics for Seniors in this Presidential Election
In this episode, Grant and Bill discuss the hot topics for seniors in this presidential election, why retirees are taking a new look at renting, how working with a financial advisor might be able to take a good retirement plan and make it to a great one, and laughing all the way to the bank.
Wall Street and the October Effect
In this episode, Grant and Bill discuss Wall Street and the October effect, transitioning your business or selling, plus an idea for next summer’s vacation.
8 Blunders to Avoid in Retirement
For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement. Download Guide
The Fed cut interest rates, now what!
In this episode, Grant and Bill discuss how the fed cut interest rates, the thrill of the burp is gone, and why a famous comedian says he has to work at 81.
Getting Ready for Retirement? Take These Essential Steps for a Smooth Transition
Retirement is an exciting milestone—a time to leave behind the hustle and bustle of work and embrace a new chapter filled with more freedom and opportunities to enjoy life. But before you clock out for the last time, it’s essential to make sure you’re fully prepared for this significant lif …
COMPLIMENTARY RESOURCE
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
