Think Life Insurance Isn’t for Retirement? Think Again!
Think life insurance isn’t for retirement? Think again! Discover how life insurance can supplement income, offer tax advantages, and enhance…
Long Term Care Planning: A Holistic Financial Plan Essential
November is long term care awareness month. As a physical therapist and RICP® financial planner focused on helping people live…
Dignity Planning, A Holistic Financial Approach for Health Professionals
As healthcare professionals, it is essential to recognize the significance of dignity in holistic financial planning for our family and…
Key Elements of a Holistic Financial Plan
A holistic financial plan should have these key elements so you and your loved ones can lead lives of dignity…
Helpful Tips for the Sandwich Generation and Caregivers
I think many of you know that I have two kids. In addition, I help take care of my 84-year-old…
10 Things to Know About Long-Term Care
It’s funny how when I came here 21 years ago from the Philippines, I did not even know what Thanksgiving…
Long Term Care: What and Why It Matters
This November, learn what long term care is, why it matters and how insurance or living benefits can help.
Should You Insure or Self Insure for Long Term Care?
Should you insure or self-insure for long-term care? Since November is Long-Term Care Awareness Month, let’s tackle this question. Recently,…