Healthcare and Retirement Planning; an Interview with Peter Stahl Part 2
(3 minutes to read} In Part 1 of my interview with Peter Stahl, an expert on healthcare and financial planning, and author of the book, Top of the First - The Convergence of Healthcare and Financial Planning, we talked about what should be on the checklist to best prepare for retirement. As our interview continued, I asked Peter if there was anything else he would like to share with our readers: I always like to leave people with some actionable ideas that they can bring to their financial [...]
Healthcare and Retirement Planning; an Interview with Peter Stahl
{3:00 minutes to read} Today we're very pleased to introduce Mr. Peter Stahl, author of the book called Top of the First - the Convergence of Healthcare and Financial Planning. Healthcare and financial planning is interesting subject matter as more and more people are approaching retirement
What Can We Do For You?
{1:06 minutes to read} I urge you to click on the video below to learn about our planning process and how we're able to help our clients plan and organize their financial lives. We help them to move from what we call the “financial junk drawer” to an organized model that can help them see their entire financial world on one piece of paper.
Estate Planning
{3:48 minutes to read} The federal government continually changes the rules of the game when it comes to estate taxes, making it difficult to plan our lives. Just because the exemption amount for taxable estates has moved up to $5,450,000 per person this year, (a couple can pass 2 times that or $10,900,000), does not give people the ability to properly plan their estate by ignoring estate planning.
The Overlooked Employee Benefit
{2:00 minutes to read}This month's newsletter is focusing on Disability Income Insurance, sometimes referred to as the Achilles Heel of the financial plan, or the overlooked employee benefit.