Posts Tagged ‘Financial Planning’

Retirement on the Horizon: A Financial Planning Checklist

Retirement planning checklist

Retirement is one of the biggest events you will experience in your lifetime and requires you to have a retirement checklist to plan your finances correctly. Starting that next phase of life brings about significant changes, both personally and financially. Financial freedom and security in retirement does not just happen. Retirement planning takes time, carefully…

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Video Overview on the Tax Cuts and Jobs Act for Individuals

Terry Cicero webinar TCJA

Webinar Recording on the Tax Cuts and Jobs Act and its Impact on Individuals (February 28, 2018) The new tax law, Tax Cuts and Jobs Act, is now in effect for 2018. How does the new law impact individuals? Terry Cicero gives an overview in an easy-to-digest webinar in under 30 minutes. Presenter: Terry Cicero…

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Long-Term Care Insurance: Yes or No?

According to Genworth Financial, a major issuer of long-term care insurance policies, a private room in a nursing home averages $92,378 ($253/day) in 2016 while a home health aide, who works under the supervision of a registered nurse or therapist to assist with daily routines such as bathing, grooming, dressing, and medication reminders, averages $46,332…

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