THE INERTIA BLOG

 

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Why It's Time To Engage Clients For Long-Term Care Planning

There Are No "Breaks" for Caregivers

Is Your Practice Ready To Address Healthcare In Retirement?

Will COVID-19 Provide A New LTC Planning Focus for Clients in 2021?

Retirement Income & Healthcare Costs

Alzheimer's Remains The #1 Long-Term Care Concern

Your Clients ARE Worried About Long-Term Care

Age With Purpose

75 Must Know Statistics About Long-Term Care

Long-Term Care Planning for Women

Investing IN Long-Term Care

A Couple's "Buy / Sell Agreement"

Get Your Message Out There!!

INERTIA expands westward into the Denver market

Turn Taxable Dollars Into Tax-Free Benefits

Healthcare Costs:  A Rapidly Growing Concern For Those Approaching Retirement

A Modern Estate Plan

Five Tips to Increase Long-Term Care Planning Opportunities

The Politics of Long-Term Care

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 Plan Designs Like A Pro!

VETERAN'S DAY:  Our Heros Need Planning Too.....

Marketing Long-Term Care Planning Made "Easy"

The Baby Boomer Buildout

The Baby Boomer Buildout  (DFW)

Reflecting on The Masters "Experience"....

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 

"Hold Harmless" Won't Be The Case For Many Retirees

What Are The Costs of Long-Term Care?

Income Planning & Required Minimum Distributions

INERTIA expands into the Dallas/Ft. Worth market

INERTIA expands into the South Florida market

Winning Strategies With Long-Term Care Planning

Too Much Month At The End Of The Money

Make It An Asset, Not An Expense!!

The Power of The Pension Protection Act

Help CPAs & Tax Preparers Engage Clients for LTC Planning

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

Changing The Trajectory of Medicaid Spending?

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?

Consider It "Retirement Insurance"

What you DO versus who you ARE

Long-Term Care Planning Too Often Ignored

Gender Pricing & Long-Term Care Planning

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 & Rising 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 Long-Term Care Planning:  Life Settlements

Creative Long-Term Care Planning:  The Irrevocable Life Insurance Trust

Creative Long-Term Care Planning:  Include It In An Asset Allocation

Creative Long-Term Care Planning:  Utilizing A Reverse Mortgage

Long-Term Care Planning:  It's A Process, Not A Product!!

Avoiding Square Pegs & Round Holes In Your Planning

AUDIO BLOG:  Replay Of Our Appearance On The "Retire Worry Free" Show

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?

Long-Term Care Planning and "Gender Pricing"

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 for Same-Sex Couples

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 LTC Is A Wise Decision

Sometimes "Keep It Simple Stupid" (K.I.S.S.) Isn't A Good Idea

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

What's Your Plan For The Future?

Gaping Holes In The "Safety Net"

It's All About The Benjamin's!!

Suze Orman Reflects On a Missed Investment:  Long-Term Care Planning

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