I had a conversation a short time ago with an advisor asked him to prove to me his allocation strategy was solid enough to meet my two basic retirement objectives – income in retirement I will not outlive as well as leave some money for my children and grandchildren. It all went really well until... Continue Reading →
Tale of the Tape 2
Last week, I compared Asset Care 2024 with another carrier for a single female. Today, it's a couple.
Tale of the Tape
Every now and then, I decide to dip my toes in the water to see how things compare with our peers in the industry. And, every now and then it surprises me what I find.
More About Qualified Money
About a year ago, I posted about funding an asset-based long-term care policy (Asset Care) using qualified money. Last week, I did the same. Essentially, it was the same information just updated to 2025 standards. Do you know what both posts have in common? The volume of feedback! One cluster was simply this – “tell... Continue Reading →
Funding LTC – Qualified Money
Heads will start exploding with this declaration, but it is a fact. Qualified money can be used to fund long-term care. That money, however, will be taxed as ordinary income when it is distributed. Simply, there is no provision in the Internal Revenue Code that allows for tax-free distributions from a qualified retirement plan such... Continue Reading →
Inherited IRA Opportunity
Inherited IRA opportunity with Asset Care
Fridays with Fisher 
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