THE INERTIA BLOG
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Caregiving: The Second Career Hiding in Your Financial Planning
The Hidden Threat To The Business Owner’s Exit Plan
15 Jokes About Long-Term Care That Shouldn’t Be Funny
Should Consumers Ignore the Advisor Community About Long-Term Care?
Goldilocks, Long-Term Care and Too Many Bears
Accessing Care: The Overlooked Benefit of Long-Term Care Planning
A Great Financial Plan Requires All The Clubs In The Bag
Super-Charged Long-Term Care Planning Available To Millions of Americans
Is Financial Planning In America Glorified Crisis Deferral?
The Psychology Behind The Long-Term Care Blindspot
A Closer Look At Insurance-Based Long-Term Care Planning Solutions
Long-Term Care Planning for Women
Long-Term Care Planning Requires More Than A Binder Tab
Aging In Place Requires Long-Term Care Planning
Market Volatility Makes The Case for Long-Term Care Planning
Important Information About Your Client Is Likely Wrong
Start the 5-Year Look-Back Period Now and Start Funding Your Clients' LTC Planning
Long-Term Care: The $11 Trillion Hole In "The Great Wealth Transfer"
When Would You Recommend the 10th Best Strategy to Clients?
Tax Season SCREAMS Long-Term Care Planning
The Moment EVERY American’s Financial Future Demanded A Long-Term Care Plan
ONE – The Only Statistic That Matters for Long-Term Care Planning
Beyond the Basics: Ten Unique Ways To Maximize Long-Term Care Planning
The Silver Tsunami & The Pivot To Retirement Income for Consumers
What Excuse Will The Adult Children Get?
The FAQ on Annuities for Long-Term Care Planning
Tough Questions To Open A Tough Conversation
The Self-Funding Myth Is The Self-Planning Reality
Squaring The Circle: Advisors & Self-Funding Long-Term Care Planning
Long-Term Care Planning Requires The Proper Legal Framework
Yes, Actually, Long-Term Care Planning is Your Job!
The Cost of Delaying Long-Term Care Planning For Clients...
“TBD” Is Not An Acceptable Funding Source for Long-Term Care
Are Your Clients Overestimating Their Ability To Become A Caregiver?
When Long-Term Care Planning is Optional, Perhaps The Advisor Becomes Optional Too?
Long-Term Care Planning: The Incompatibility of Risk Management & Self-Funding
Elevating An Advisory Practice With Data-Driven Long-Term Care Planning
If It's Not In Writing, It's Not A Plan......
The Deception of Using IUL or VUL Insurance and Calling It Long-Term Care Planning
Help Clients Implement Planning By Removing the "Language Barrier"
Paying For Long-Term Care Is Only A Piece of the Planning Puzzle
A Long-Term Care Plan When Age Is Just A Number……
Medicare & The Long-Term Care Coverage Gap
Memorializing Client Decisions For Financial Planning Clarity
Alzheimer's Reality: Planning Replaces Prevention, Treatment or Cure
Planning for Care Versus Spending Their Inheritance
Chaos & Crisis: The Advisory Cost of Failing To Plan for Long-Term Care
Evolving Client Expectations As The Silver Tsunami Approaches....
The Fiduciary & LTC Planning: Starting the Process With Clients
The Team Approach Necessary For Successful Long-Term Care Planning
12 Questions Adult Children Should Ask Aging Parents…..But Don't!
A Long-Term Care Planning Strategy That's Self-Funding on Steroids
The Impossibility of Quantifying The Physical & Emotional Toll of A Self-Funding Strategy for Long-Term Care
Questions For Clients During The Medicare "Annual Enrollment Period"
Health, Wealth & Fiduciary Responsibility
Recurring Premium Insurance Solutions for Long-Term Care Planning
Mandatory Client Q & A Before Self-Funding Is A Viable LTC Plan
Congrats!! You are the Claims Processor for your clients' LTC Plan...
How Will You Help Clients Navigate The Medicare Annual Enroll Period?
Which Clients Have A "HOPE" Instead of a PLAN?
Reposition Life Insurance To Create TAX-FREE Living Benefits
The Baby Boomer Buildout
There Are No "Holidays" for Caregivers
Look Alike Roth IRA: Long-Term Care Planning For The Affluent
Paying vs Planning: The Core Myth of Self-Funding Long-Term Care
A Tax Professional's Responsibilities Include LTC Planning
Long-Term Care Planning Using…..Life Insurance?
Is Your Practice Ready To Address Healthcare In Retirement?
Retirement Income & Healthcare Costs
Alzheimer's Remains The #1 Long-Term Care Concern
A Couple's "Buy / Sell Agreement"
Estate Planning: The Convergence of Health & Wealth In A Financial Plan
Turn Taxable Dollars Into Tax-Free Benefits
A Modern Estate Plan
A Brief Guide To Long-Term Care Planning
VETERAN'S DAY: Our Heros Need Planning Too.....
Managing Care: One of the BEST Reasons To Have A LTC Plan
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 Plans
What Are The Costs of Long-Term Care?
Winning Strategies For Long-Term Care Plan Implemenation
Make It An Asset, Not An Expense!!
The Power of The Pension Protection Act
Understanding Medicare: The Prerequisite to Retirement Planning
Planning for Long-Term Care, Like Planning A Vacation
The Evolution of Long-Term Care Planning
Every Retirement Plan Is Incomplete Until It Addresses Long-Term Care
Long-Term Care: The Economic Reality
Top Myths Regarding Long-Term Care Planning
Cost Certainty In Long-Term Care Planning
Eliminate Medicaid As A "Planning" Alternative
Long-Term Care Planning Encouraged By Social Security!!
The Top Intersections of Long-Term Care with Financial & Life Planning
Let's Call It "Retirement Insurance"
The Business Owner & Long-Term Care Planning
"Layered" Long-Term Care Planning
Healthcare In Retirement: Market Corrections & Taxes
Don't Go It Alone: Why You Shouldn't "Self-Insure" A Long-Term Care Plan
Death, Taxes & Healthcare Costs
Insurance Reviews And The Pivot To Long-Term Care Planning
Reviewing An Existing Long-Term Care Plan
That's No Moon....It's a Space Station!!
Creative LTC Planning: Maximizing A Legacy & Charitable Giving
Creative LTC Planning: Monetizing Home Equity
Creative LTC Planning: Life Settlements
Creative LTC Planning: The Irrevocable Life Insurance Trust
Creative LTC Planning: Include It In An Asset Allocation
Long-Term Care Planning: It's A Process, Not A Product!!
Avoiding Square Pegs & Round Holes In Your Clients' Planning
Financial Planning Across Multiple Generations
Double Dip: Consider New Options From Today's Annuities
Why Do You Think You're Prepared to Discuss Long-Term Care?
Often Ignored Tax Benefit For "First Responders"
What Protects A Client's Retirement Savings?
Long-Term Care Planning & The LGBTQ Community
Longevity & The Cost of Aging
Takeaways From Holiday Gatherings.....
Understanding The "Foundation" of a Long Term Care Plan
Mitigate The Impact Of Inflation In Your Long-Term Care Planning
Managing The "Risk of Aging"
Questions To Answer Before Starting The LTC Planning Process
Planning Early For Long-Term Care Is A Wise Decision
Effective Long-Term Care Planning Strategies for Veterans
Managing Care: Another Reason To Have A Long-Term Care Plan
Gaping Holes In The "Safety Net"
Look At Your Cell Phone… Now Take Off the Case!
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