by Lori Eason | Sep 30, 2022 | Financial Planning
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when it comes to long term care, with steeply rising prices and the fact that 7 in 10 people 65 and older eventually need some...
by Lori Eason | Mar 21, 2021 | Financial Planning
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...
by Lori Eason | Aug 9, 2020 | Financial Planning, Market Related
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....
by Lori Eason | Nov 19, 2019 | Financial Planning
When it comes to retirement planning, almost everyone knows that turning 65 is an important milestone. At 50, you are awarded the opportunity to join AARP and for the next decade, various senior discounts kick in. But for many, the milestone with the greatest...
by Lori Eason | Sep 22, 2017 | Financial Planning, Market Related
My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...
by Lori Eason | Aug 17, 2017 | Financial Planning
Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of Schwab’s tools that our clients may be missing out on. I pulled up our most recent technology adoption scorecard which gives us some very informative...
