LONG-TERM CARE INSURANCE

There was a pretty good article in the Wall Street Journal recently about long-term care insurance — both traditional insurance (which I personally own) and the new life insurance and annuity based hybrid policies. CLICK here (or below) to see the article:  http://goo.gl/eILjh5 As many of you know, I started my professional career in financial services as a long-term care specialist. It was fun to see quotes from folks I’ve known and worked with over the years. My new personal traditional LTC insurance sales have slowed … Continue reading

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THE POWER of ZERO

I just bought and read (only 90 pages) a book that almost everyone should read. At least those who want to reduce their income taxes. I bought it on Amazon within minutes of one of my mentors telling me he had read it. Although he did find the same 3 minor fallacies that I did, none of those take anything away from the main thrust of the book. The book is called “The Power of Zero” by David McKnight, with the … Continue reading

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