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Understanding Long Term Care
Take A Deep Dive Into:
- What is long-term care (LTC)?
- Popular types, costs, and ways to pay for care
- Hybrid life insurance + LTC vs. traditional LTC
- Claims payments: Cash indemnity vs. reimbursement
- Managing long-term care needs
- Long-term care: A case study
Understanding Medicare From A to D
Take A Deep Dive Into:
- Understanding Medicare basics
- Understanding Medicare coverage and costs
- Description of Medicare drug coverage: Part D
- Identification of the differences between Original Medicare and Medicare Advantage
- Summarization of Medicare coordination benefit rules
SECUREing Your Retirement 2.0
Take A Deep Dive Into:
- Changes to the required beginning date for Required Minimum Distributions
- Elimination of RMD’s for Roth accounts in qualified plans
- Creation of SIMPLE and SEP Roth IRA’s
- Creation of 529 to Roth IRA transfers
- New Post death transfer options for Spouse beneficiaries of retirement accounts
- Changes to Catch up contributions for retirement plans
- Relaxation of certain 72t rules
A Guide To Protecting Your Identity
Learn Protection Strategies Such As:
- Know: Understand your vulnerabilities
- Monitor: Online and personal information
- Defend: Learn how to defend against identity threats
Investment Themes
Learn More About:
- Our current equity market situation
- How consumers play a key role in determining the economic path
- What to consider when it comes to portfolio allocation
Common Sense In An Era Of Excess
Learn More About:
- Where the markets have been in excess before including the Dotcom Bubble (1998 - 2000)
- The Great Financial Crisis (2007 - 2009)
- Today’s Speculative Mania (2020 - ?)
- Where common sense falls into place during a time of market excess based on previous market information and statistics.