Looking for a Long-term Care Solution?

The Pension Protection Act of 2006, or PPA, created a way for people to protect their retirement savings accounts from being drained by long-term care expenses using a new asset-based life insurance approach. The new PPA plans allow you to move money from an existing account – such as 401k, IRA, investments, or savings – to a new asset class that will generate up to 9x your money in tax-free benefits that pay for care. (Note: this does not include considerations/limitations of these benefits.)

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Long-term Care Solution

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Retirement Articles

The Retirement Crisis in America

Fantasizing about retirement is part of the fun of planning for the future, especially as middle age moves on and career aspirations begin to wane. Whether you have a family, […]

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Understanding Retirement Income Plans

Retirement income typically comes from pensions, annuities, IRAs, social security, and from investment accounts. Now, many employers are phasing out traditional pension plans that pay either a lump sum or […]

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Top 10 Cities for Retirement

Retiring comes with many perks, ranging from spending days away from an office to having more time for travel. For many people, retirement also comes with another major advantage: an […]

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5 Retirement Myths Debunked

Retirement myths typically emerge from outdated or exaggerated information that is no longer accurate or applicable to retiring in the 21st century. The financial landscape surrounding retirement is no longer […]

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Early Retirement Planning

Retiring early, before Social Security and Medicare benefits kick in, requires that a significant portion of your pre-retirement income be maintained by some means that is likely to continue for […]

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