THE INERTIA BLOG
Please bookmark this page and check it frequently for updates!!
Aging In Place Requires Long-Term Care Planning
Market Volatility Makes The Case for Long-Term Care Planning
The Titanic Was Unsinkable & Americans Don't Need Long-Term Care Planning
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?
Long-Term Care: The Default Masquerading As A Plan
The FAQ on Annuities for Long-Term Care Planning
11 Movies To Watch Before Long-Term Care Awareness Month in November
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
Yes, Actually, Long-Term Care Planning is Your Job!
The Cost of Delaying Long-Term Care Planning For Clients...
Funding Source: A Significant Long-Term Care Plan Design Factor
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 & Legal Framework Every Client Should Consider
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 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
Let Your EQ Drive LTC Planning Activites With Clients
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 Pitfalls of Self-Funding LTC: A Crucial Conversation with Your Clients
The Baby Boomer Buildout
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
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
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"
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
Planning for Long-Term Care, Like Planning A Vacation
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 Top Intersections of Long-Term Care with Financial & Life Planning
Let's Call It "Retirement Insurance"
The Business Owner & Long-Term Care Planning
Long-Term Care Planning Is A Global Issue
Understanding Long-Term Care: Daily Vs. Monthly Benefit Plans
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 And The Pivot To Long-Term Care 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
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
A "Honey-Do List" To Avoid!!
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
Making The Case For Long-Term Care Planning
Managing Care: Another Reason To Have A Long-Term Care Plan
Gaping Holes In The "Safety Net"
Print