Tag: Insurance

Caring For Aging Parents 2.0

In a previous edition of TGIF 2 minutes I reviewed the topic of “Caring for Aging Parents.”  The subject remains a big, big topic of conversation with friends and clients. PLUS, as people experience caring for a parent they suddenly say: How much do I need to be concerned about planning for MY OWN Long-Term Care down the line?! 

Aging Parent 2.0Definitely a smart question and hence the “2.0”. The costs of Long-Term Care are staggering, and the emotions can be too. Let’s take a brief look at recent news on costs. Continue reading “Caring For Aging Parents 2.0”

5 Year-end Questions

Under the topic of “Give me service”, it is nearing year-end and I cannot emphasize enough how important it is to double-check certain items NOW.  A great financial adviser (especially an experienced CFP®) can be of service in opening your eyes to certain items making year-end easier and less stressful for you.  By the way, for those of you reading this who are not my clients and you have not been asked these by your adviser, then your adviser is not doing his or her job.  

calendar

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Quadrant #4 of Saving: Protecting Your Savings

This recent series has been all about Saving Money.  Just as with any task, saving money can be broken down into stages.  In this case I outlined “4 Quadrants of Saving” to illustrate how each quadrant (or stage) builds on the previous one, and how the task can be made more achievable.  

protecting money

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Marketing Insurance as an Investment to Young Adults

Every once in a while, there are topics in the realm of “investments” that pique my interest, or even cause me concern.  Over the past year or so one of these is the topic of marketing insurance as an investment to young people.

Young ProfessionalsFor those of you who watch college sports on TV — or at live games — you may have picked up on what I am talking about. Obviously, college sports, especially football and basketball, are BILLION dollar industries.  The industries surrounding the picking of teams and players are also beyond lucrative.  And the advertising opportunities on television and at live games are immense.  In walks my concern:  all or most of the major insurance companies have become primary, big dollar sponsors of either or all:

  • today’s college sports games,
  • the schools competing
  • the stations carrying coverage.

Continue reading “Marketing Insurance as an Investment to Young Adults”

Caring for Aging Parents

Grandma moving in??  Traveling to help mom and dad from time to time? Sharing tasks with your siblings to help out your parents?

Elderly Parents

“Caring for Aging Parents” is an emotional and involved topic that takes FAR longer than 2 minutes to cover.  However, it is a critical topic and one that comes up daily in my conversations with friends and clients. Think about it: how many times have you been part of this conversation in the past several months alone… among friends/family?? I bet more than once!

Continue reading “Caring for Aging Parents”