THE INERTIA BLOG
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A Long-Term Care Planning Strategy That's Self-Funding on
The Impossibility of Quantifying The Physical & Emotional Costs Associated With A
Self-Funding Strategy for Long-Term Care
Questions For Client During Medicare's Annual Enrollment Period
Health, Wealth & Fiduciary Responsibility
Mandatory Client Q & A Before Self-Funding Is A Viable LTC
Let Your EQ Drive LTC Planning Activites With
Congrats!! You are the Claims Processor for your clients' LTC
The Advisor's Role: Helping Clients Navigate The Medicare AEP
Which Clients Have A "HOPE" Instead of a PLAN?
Reposition Life Insurance To Create TAX-FREE Living
The Pitfalls of Self-Funding LTC: A Crucial Conversation with Your
The Baby Boomer Buildout (Tampa)
There Are No "Holidays" for Caregivers
Look Alike Roth IRA: Long-Term Care Planning For The
Why It's Time To Engage Clients For Long-Term Care
COVID-19 & A Renewed Focus On LTC Planning
Long-Term Care Planning Using…..Life
Is Your Practice Ready To Address Healthcare In Retirement?
Retirement Income & Healthcare
Alzheimer's Remains The #1 Long-Term Care Concern
Your Clients ARE Worried About Long-Term
Maintaining Independence Day
100 Must Know Statistics About Long-Term Care
Long-Term Care Planning for Women
Investing IN Long-Term Care
A Couple's "Buy / Sell Agreement"
Estate Planning: The Convergence of Health & Wealth In A Financial
Turn Taxable Dollars Into Tax-Free Benefits
Healthcare Costs: A Growing Concern For Those Approaching
A Modern Estate Plan
Five Tips to Increase Long-Term Care Planning Opportunities
Make Long-Term Care Planning Affordable
A Brief Guide To Long-Term Care Planning
Crucial Documents for A Long-Term Care Plan
Present Long-Term Care Planning Like A Pro!
VETERAN'S DAY: Our Heros Need Planning
Marketing Long-Term Care Planning Made "Easy"
The Baby Boomer Buildout
Reflecting on The Masters "Experience"....
Managing Care: One of the BEST Reasons To Have A LTC
Hoping For Luck Is Not A Plan
There Are No "Snow Days" for Caregivers.....
Taking Advantage of Holiday Gatherings.....
Helping Aging Neighbors During The Holidays
Utilize Asset Allocation Models To Create Long-Term Care
What Are The Costs of Long-Term Care?
Winning Strategies For Long-Term Care Plan Implemenation
Too Much Month At The End Of The Money
Make It An Asset, Not An Expense!!
The Power of The Pension Protection Act
Understanding Medicare: The Prerequisite to Retirement
The Rules of Retirement Have Changed
Client Are Speaking, Are You Listening?
The Evolution of Long-Term Care Planning
Effective Use of Retirement Savings
Long-Term Care: The Economic
Top Myths Regarding Long-Term Care Planning
Cost Certainty In Long-Term Care Planning
The 13 Wealth Management Issues: What's #1 On Your
Eliminate Medicaid As A "Planning" Alternative
Long-Term Care Planning Encouraged By Social Security!!
The Future of Aging in America?
Consider It "Retirement Insurance"
What you DO versus who you ARE
Long-Term Care Planning Too Often Ignored
The Business Owner & Long-Term Care Planning
Long-Term Care Planning Is A Global Issue
Understanding Long-Term Care: Daily Vs. Monthly Benefit
Why Are So Few Prepared For Healthcare In Retirement?
Playing "Truth or Dare".....With Financial
Five Tips For Effective Long-Term Care Planning
"Layered" Long-Term Care Planning
Healthcare In Retirement: Market Corrections &
Don't Go It Alone: Why You Shouldn't "Self-Insure"
A LTC Plan
Long-Term Care: The Economic Reality
Death, Taxes & Healthcare Costs
Insurance Reviews & Financial
Reviewing An Existing Long-Term Care Plan
Ensuring Appropriate Risk Management Planning
That's No Moon....It's a Space Station!!
Creative LTC Planning: Maximizing A Legacy & Charitable
Creative LTC Planning: Monetizing Home
Creative LTC Planning: Life Settlements
Creative LTC Planning: The Irrevocable Life Insurance
Creative LTC Planning: Include It In An Asset
Long-Term Care Planning: It's A Process, Not A
Avoiding Square Pegs & Round Holes In Your Clients'
AUDIO BLOG: Replay Of Appearance On The "Retire Worry Free"
Financial Planning Across Multiple Generations
Is It Time To Review Your Retirement Plan?
Double Dip: Consider New Options From Today's
Understanding How & Where Long-Term Care Is Provided
The "Couple's Buy/Sell Agreement"
Is It Time To Have "The Talk" With Your Parents?
Often Ignored Tax Benefit For "First Responders"
Retirement Savings Preservation
Medicare, UFO's & Aliens
A Closer Look At Long-Term Care Solution Providers
The Cracked Nest Egg?
Long-Term Care Planning & The LGBTQ
Maximizing Client Relationships
Could A Long-Term Care Event Take Away Your Independence?
A "Honey-Do List" To Avoid!!
Longevity & The Cost of Aging
Takeaways From Holiday Gatherings.....
Using Life Insurance To Implement A Long-Term Care Plan
Lottery Ticket Financial Planning?
Safeguarding Your Retirement Plan
Understanding The "Foundation" of a Long Term Care Plan
Mitigate The Impact Of Inflation In Your Planning
Managing The "Risk of Aging"
Questions To Answer Before Starting The LTC Planning
Planning Early For Long-Term Care Is A Wise Decision
Sometimes "Keep It Simple Stupid" (K.I.S.S.) Isn't A Good
Making The Case For Long-Term Care Planning
Carrying The Burden In A Family
Managing Care: Another Reason To Have A Long-Term Care
An Introduction To Long-Term Care Planning
Gaping Holes In The "Safety Net"
It's All About The Benjamin's!!
Suze Orman Reflects On a Missed Investment: LTC
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