THE INERTIA BLOG

 

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Memorializing Client Decisions For Financial Planning Clarity

Elevating An Advisory Practice With Data-Driven Long-Term Care Planning

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

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

On the first day of Christmas, my true love.....

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 Costs Associated With 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

Crucial Documents for A Long-Term Care Plan

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"

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

Why Are So Few Prepared For Healthcare In Retirement?

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 LTC Plan

Long-Term Care:  The Economic Reality

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

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 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

An Introduction To Long-Term Care Planning

Gaping Holes In The "Safety Net"

It's All About The Benjamin's!!

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