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 …
Published by Mark Lookabill, Wealth Advisor | LinkedIn We spend a fair amount of time talking with our clients about the creation and ongoing monitoring of their Family Index Number. For many, this is an endeavor that they may ultimately not ever utilize. However, I am passionate about stre …
Yes, it’s fall…already! Time is such a precious commodity, so make sure you are making the most of it you’re granted. I recently returned from a trip to Estes Park and Rocky Mountain National Park with my sisters- time well spent! We are making memories that will last a li …
Published by Omani Carson The digital world is filled with financial planning tools and apps that can help you take stock of specific aspects of your financial situation, whether that is how much you are spending on lattes or whether you are saving enough for retirement.
Published by Beth Schanou Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to emb …
Published by Jessica Golson This deep into one of the longest bull markets in recorded history, some investors are beginning to ask how much longer this will last and what should they do. Well, I’m not going to answer that question or make market predictions, but I will go over an essential …
An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases.
