Blog

  • California Long Term Care Insurance Task Force

    November 19, 2021

    The California Long Term Care Insurance Task Force has been established with the support of Governor Newsom to implement a publicly funded long term care program.  This task force has a committee of fifteen members, consisting mostly of California…

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  • We’ve gotten great feedback about this video. Check it out:

    November 12, 2021

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  • October 28, 2021

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  • This Expense Could Deplete Your Retirement Nest Egg. Are You Prepared?

    July 27, 2021

    Hint: It’s an expense that many face but don’t properly plan for. It’s no secret that retirement can be an expensive period of life. With housing, healthcare, and keeping busy, you might find that you spend more money during your…

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  • THE WASHINGTON STATE LONG TERM CARE TRUST ACT: HOW YOU CAN OPT OUT OF THE TAX?

    May 24, 2021

    The newly enacted Washington State Long Term Care Trust Act is a mandatory program which imposes a .58% payroll tax for all adult W-2 employees in Washington State beginning on January 1, 2022.  It will pay for long-term care…

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  • Life Events That Trigger the Long Term Care Planning Decision

    April 26, 2021

    We wanted to know why people purchased long-term care insurance when they did. What was going on in their lives at the time? Was there an event that triggered a buying decision? We discovered two important reasons people bought…

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  • YouTube video on the importance of Long Term Care Planning

    April 5, 2021

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  • COVID-19 AND LONG-TERM CARE SOLUTIONS

    March 1, 2021

    The Covid-19 virus entered the United States as early as December and created consternation by mid-March.  We did a poorer job by far in responding to this deadly virus than any developed country.  We are still lacking robust testing…

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  • Long-Term-Care Insurance: First, You Should Find an Agent: THE WALL STREET JOURNAL

    February 11, 2021

    Long-Term-Care Insurance: First, You Should Find an Agent THE WALL STREET JOURNAL By  Glenn Ruffenach Feb. 4, 2021 1:00 pm ET I’m thinking about buying long-term-care insurance. Can you recommend a particular insurer or type of policy? Actually, your…

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  • January 20, 2021

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