Jun 25, 2024
Setting Charitable Intentions with Erinn Andrews of The Give Team
Education, food insecurity, climate change, humanitarian and disaster relief… There are countless causes and more than a million and a half charities in the US looking for support. We all have limited time and resources, so how do you possibly decide...
Jun 11, 2024
Incorporating Long Term Care Into Your Long-Term Planning
There are some grim statistics out there regarding long term care:
70% of adults who live until age 65 will develop a need for long term care services in their lifetime The average annual cost of a private room in a nursing home facility runs more than $100,000...
Jun 4, 2024
In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes.
Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant...