Long-Term Care Insurance: The Safety Net Every Woman Deserves
Most of us imagine growing older surrounded by family and enjoying the rewards of a life well-lived. But few of us picture what might happen if we needed help with everyday activities, like bathing, dressing, or preparing meals, for an extended period of time. The truth is, living a long life is almost certain; planning […]
Simplifying Long Term Care Insurance
Written By: Barbara Maietta, CFP® & Linda Thalheimer CLTC, RICP, LIA “Don’t complain about growing old, it is a privilege denied to many” – Mark Twain What is Long-term Care? Long-term care refers to help with daily living for people who can’t fully care for themselves. Long Term Care is defined as requiring assistance with […]
Planning for Bear Markets in Retirement
Written by: Barbara Maietta, CFP® “Great investing requires both generating returns and controlling risk. And recognizing risks is an absolute prerequisite for controlling it.” – Howard S. Marks Impact of a Bear Market Early in Retirement One of the key risks that retirees must plan for is the impact that a bear market just before they […]
Protect Your Credit & Reduce Your Risk of Identity Theft

Written By: Joey Waterman Locking or freezing your credit report is one of the most effective ways to protect yourself from identity theft. It helps prevent new accounts from being opened in your name without your permission. This simple, free step can give you more control over your financial security. The three major U.S. credit […]