Legacy Advisors Retirement Income Quiz

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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 […]

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 […]