I read an article in the Journal of Accountancy recently that made me scratch my head and ponder the possibilities. In the article called “The long term care quandary: helping clients prepare”, a statement was made that I am not fully convinced is a solid “rule of thumb” (their words not mine). “There’s a long-standing... Continue Reading →
Leverage or Self-Funding
Here is a little nugget that is often overshadowed with false optimism. It comes in a few different forms but ultimately boils down to people thinking that it will not happen to them. Regardless of the reason – people believe that they are exempt from a long-term care situation. Worse yet is the cluster of... Continue Reading →
Cost of informal care
As you can tell, I have focused much of my Fridays with Fisher discussions on informal caregiving. This is inspired by the changes to Asset Care where informal care is covered benefit with a zero day elimination period! To learn more about the informal care benefit with Asset Care 2024, contact my internal sales partner... Continue Reading →
Another “self-insuring” idea
thinking about self-funding? think about using leverage to improve it
Fridays with Fisher 
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