Repositioning assets to pay for long-term care shows man drawing arrows out from a box on a laptop

September 20, 2021

Presented by Kris Maksimovich, AIF®, CRPC®: Today, people are living longer than ever but not always in the best of health. In fact, most individuals will need some form of long-term care in their lifetime. The aging process often leaves Read More...
Caring for an Aging Parent depicts elderly man and woman looking sideways from camera.

June 21, 2021

Presented by Ben Murphy, CPA, PFS™: Caring for an aging parent can be a difficult planning aspect to balance. If you are among the “Sandwich Read More...
Retirement Health Care Needs daily report list and medical supplies on table.

August 29, 2017

Presented by Kris Maksimovich: Maybe you and your family have already attempted to have “the conversation” on your retirement health care needs. Read More...