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 & 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

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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