Legacy Advisors Retirement Income Quiz

Getting Real about Funding Long-Term Care

Women are especially vulnerable financially because they have longer life expectancies than men, and are often left without enough savings after their spouses pass on. According to a “Women and Long-Term Care” fact sheet published by AARP: Over 70% of nursing home residents are women 70% of women 75 or older are widowed, divorced, or […]

Interview with Beneficiary Directory Author, Mark Kaizerman – Part Two

Part 2 of Ron Papa’s interview with CPA and Financial Planner, Mark Kaizerman, about his system for organizing and managing crucial documents that will guide beneficiaries. THE IMPORTANCE OF INTERGENERATIONAL PLANNING: RON:  You know how these issues don’t really come up until the 11th hour when we’re on the precipice… and people are grieving, exhausted… […]

Interview with Beneficiary Directory Author, Mark Kaizerman – Part One

Ron Papa talks with CPA and Financial Planner, Mark Kaizerman, about his Beneficiary Directory: a personal system to organize important documents and guide beneficiaries. I recently interviewed Mark Kaizerman who has written a wonderful book called the Beneficiary Directory.  It’s a personal system to organize your important documents and guide your beneficiaries. I think it’s […]

Case Studies: Long-Term Care Planning – Part Two

Part Two of a real-life case study from Ron Papa’s own files.  We’re calling the clients “Jack & Jill” – Names we use to protect the innocent. In Part One of this case study, we were talking about Jack who lost Jill last year from a long bout with Alzheimer’s. When Jill was ill, the […]

Case Studies: Long-Term Care Planning – Part One

A “Jack & Jill” case study from Ron Papa’s own files that highlights what clients can expect when they seek the advice of a professional wealth coach. Creating a solid retirement plan is not a one-size-fits all, as no two financial plans are alike.  Some people can tolerate risk better than others.  Some need guarantees […]