Planning Matters.

What Can You Do When Your Long-Term Care Insurance Rates Go Up?

If you receive a letter from your Long-Term Care insurance company notifying you that rates are going up, don’t panic! You don’t necessarily have to pay the higher premiums.

Read More

Making the Most of Your Employee Benefits

Autumn is open enrollment season for many workers – that particular time of year when employees can elect to sign up for various health and retirement savings benefits. Are you taking full advantage of those perks?

Read More

Deciding When to Retire

We spend a great deal of time helping clients decide the best time to retire. Retirement is no longer age-dependent for most of us. We are free to work as long as we like, assuming our health is good. That opens up a lot of possibilities!

Read More