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Topic:
Business Operations
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Long-Term Care Insurance Quandary: Keep Paying or Let It Go?
Long-term care insurance companies are restructuring and have been sending letters to policyholders about adjustments in coverage, increased premiums or paid-up options. Many policyholders are wondering how they should respond and what their options are. Increases don’t happen overnight, and insurance carriers have to consult with their state insurance department for approval. The state is…
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Ideas for weaning your teenagers off the money tree
Teenagers always want “stuff,” and the older they get, the more expensive the “stuff” becomes. They want to have fun with their friends, eat out, shop, or get involved in activities. Some children don’t realize what it costs until they finish college and have to pay for it. Parents often feel the need to help…
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Intergenerational Planning: Time to Start Planting Seeds
It takes the average recipient of an inheritance 19 days until they buy a new car.¹ Over the past several years, some of our clients have participated in client advisory boards in which they tell us what they want and what keeps them awake at night. One of the biggest challenges is bringing up finances…
