Planning
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A Planning Problem
Quoting Bill Comfort, “A POLICY IS NOT A PLAN!” A policy is a means for funding a future obligation. That is the purpose for an insurance policy is to help people mitigate financial loss as a result of a certain event occurring. It is a risk management tool. That is all – it is a… Continue reading
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Plan & Longevity
I am not backing off of my position that lifetime benefits are worthwhile particularly when you have a family with the experience of longevity and/or an long haul condition like Alzheimer’s or Parkinson’s. Continue reading
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Homework Assignment
In this week’s LTC Coffee Break, I shared with you 3 take-aways going into the Thanksgiving holiday. If you didn’t feel like watching the episode, they are pretty simple: The most important one of these, of course, is to review your plan. No one knows you better than you do. Your wants – your needs… Continue reading
Fridays with Fisher 
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