Should You Carry Disability Insurance Beyond Age 65?

Generally, disability insurance may protect your ability to earn income if you cannot work due to a disability. The insurance could pay a monthly benefit to replace a portion of the income you would make. The benefit periods are limited to specific years stated in each policy.  When planning your financial and life goals, you may wonder if you should carry disability[...] Continue reading

A Guide to Financial Planning for Eldercare

Written by: Brad Newman | Financial Advisor Whether you are an aging adult or the child of an aging parent, making financial decisions about housing needs, home care, and health care can be overwhelming and expensive. Now is the time to start planning for the expense of long-term senior care, but if you don't know where to start, turn to the financial advisors at[...] Continue reading