One thing that makes Asset Care unique in the Asset Based long term care space is its funding flexibility. One of the more “famous” approaches is utilizing the only turnkey solution for funding using qualified money. That’s not what I am going to discuss today. As you are hopefully aware, Asset Care accommodates both single... Continue Reading →
Asset Care – Informal Care Discussion
In last week’s Fridays with Fisher, I discussed one of the conversations that occurred during the Asset Care 2024 rollout meetings in New Jersey. The discussion related to inflation and including it for an older client (closer to 70). Today, I want to share another conversation from the meetings. Before I get to that, I... Continue Reading →
Asset Care & Inflation
Last week while I was in New Jersey sharing the Asset Care 2024 story, I shared an opinion about inflation versus no inflation for an older age applicant. I said, “typically, I do not recommend adding inflation for someone age 70 or older because at a 3% compound rate, it will take XX years to... Continue Reading →
Thoughts From Vegas
Last weekend, I took a little trip to Las Vegas to see Kenny Chesney perform at The Sphere. If you have the chance to see any show at The Sphere – DO IT!!!!! It is amazing. Anyway, I had some time to reflect between the time I landed and the show. And, since I could... Continue Reading →
Fridays with Fisher 