We are not tax accountants nor do we provide tax advice, but many of our clients perform year-end tax planning. This article by Bruce Horowitz in the October 2018 AARP Bulletin contains some excellent tax planning tips.

See this brochure to learn more about what you need to know about long-term care insurance.

Long-term care includes all the assistance you would need with daily living tasks if a chronic illness or disability leaves you unable to care for yourself for an extended period of time. It could be care in your own home or in a specialized facility.  Here are four reasons to consider long-term care insurance. It:

1.       Allows you to stay at home or in a facility of your choice

2.     It helps you maintain your independence and dignity

3.       Can help protect financial assets or income

4.       Helps relieve financial and caregiving pressure on your family

Paul has over forty years of benefits experience and has been Director of Employee Benefits for large companies, as well as a benefits consultant with major consulting firms. He understands the life, disability and long term care insurance needs of individuals and families of all ages.

We guide you through the steps of getting life, disability, long term care, and health insurance, and remain available to help you AFTER you've made your purchase decision.