THE INERTIA BLOG
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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
Crucial Documents for A Long-Term Care Plan
An Introduction To Long-Term Care Planning
Long-Term Care Planning Requires Documenting EVERY Client's Choices
The Deception of Using IUL or VUL Insurance and Calling It Long-Term Care Planning
Help Clients Implement Planning By Removing the "Language Barrier"
Making A Case for A Written Long-Term Care Planning Document
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 Coverage Gap Remaining
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....
It's The Message AND The Messenger
The Fiduciary & LTC Planning: Starting the Process With Clients
Making Healthcare Security A Goal For Every Client.....
The Team Approach Necessary For Successful Long-Term Care Planning
12 Questions Adult Children Should Ask Aging Parents…..But Don't!
The Word Salad of Financial Planning Failings.....
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 Client During Medicare's Annual Enrollment Period (AEP)
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
Let Your EQ Drive LTC Planning Activites With Clients
Congrats!! You are the Claims Processor for your clients' LTC Plan...
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 Benefits
The Pitfalls of Self-Funding LTC: A Crucial Conversation with Your Clients
The Baby Boomer Buildout (Tampa)
There Are No "Holidays" for Caregivers
Look Alike Roth IRA: Long-Term Care Planning For The Affluent
Why It's Time To Engage Clients For Long-Term Care Planning
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
Your Clients ARE Worried About Long-Term Care
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 Plan
Turn Taxable Dollars Into Tax-Free Benefits
Healthcare Costs: A Growing Concern For Those Approaching Retirement
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
Present Long-Term Care Planning Like A Pro!
VETERAN'S DAY: Our Heros Need Planning Too.....
Marketing Long-Term Care Planning Made "Easy"
The Baby Boomer Buildout
Are You Still Trying To Find A Good Time To Discuss Long-Term Care with Clients?
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
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 Planning
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 Reality
Top Myths Regarding Long-Term Care Planning
Cost Certainty In Long-Term Care Planning
The 13 Wealth Management Issues: What's #1 On Your List?
Eliminate Medicaid As A "Planning" Alternative
Long-Term Care Planning Encouraged By Social Security!!
The Future of Aging in America?
Let's Call It "Retirement Insurance"
Long-Term Care Is A Global Issue
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 Plans
Playing "Truth or Dare".....With Financial Planning
Five Tips For Effective 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 & Financial Planning
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 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
Is It Time To Review Your Retirement Plan?
Double Dip: Consider New Options From Today's Annuities
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
A Closer Look At Long-Term Care Solution Providers
The Cracked Nest Egg?
Long-Term Care Planning & The LGBTQ Community
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 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
Making The Case For Long-Term Care Planning
Carrying The Burden In A Family
Managing Care: Another Reason To Have A Long-Term Care Plan
Gaping Holes In The "Safety Net"
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