The Golden Years Can Kiss My #$%^
This blog post is rated NC17. Before reading, know that it contains language that could be considered inappropriate and offensive. While we say this with good humor, the reality is people are living longer and longer.
Setting up the Gift of a Lifetime
One idea that we would like to share with the advisors we work with is a concept that many people have found to be worthwhile. We call it, Gift Of A Lifetime or GOAL.
It’s Personal. It’s not just Business.
I want to talk about a phrase from The Godfather. The phrase is "It's business. It's not personal."
Big Picture Planning
When we look very closely at things, we sometimes get a distorted view. Let's say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.
A New Solution to an Old Problem
The world of long-term health care continues to rapidly evolve as people are living longer and longer, and retirees face challenges regarding how best to protect their wealth from the cost of long-term care.