accumulating & preserving wealth
Reviewed your financial map lately?
Long-Term Care Insurance - Are You Eligible?
Long-Term Care Insurance - Are You Eligible?
Planning a vacation? Chances are you spend more than an hour a year thinking about it.
Even if your retirement is a long way off, your future self will thank you if you give your plan more than an hour of attention a year.
Our roadmap process examines your current route and presents optimizing strategies for a more prepared and peaceful financial journey.
Waze to Wealth can make your long-term financial plans less stressful by giving you the guidance and choices to optimize your assets, giving you a peace of mind.
Long-Term Care Insurance - Are You Eligible?
Long-Term Care Insurance - Are You Eligible?
Long-Term Care Insurance - Are You Eligible?
Are you eligible to buy it?
What is Long-Term Care Insurance?
I've seen the cost of care my family members had to bear as they aged with dementia at home. With 2/3 people over 65 needing this type of care, this added expense can be a burden on your spouse or even children.
There's lots of information available on the web. I can help you navigate through this information, giving you the chance to plan the best path for you and your family.
See my blog "Why Buy LTC Insurance?"
Feeling Handcuffed by Capital Gains Taxes?
Long-Term Care Insurance - Are You Eligible?
Feeling Handcuffed by Capital Gains Taxes?
I've met some people who feel hindered from selling their home due to the potential tax hit they'll face. They believe staying put may be the best way to pass on the full home value to their heirs upon their death via basis step-up.
While that is one solution to avoid facing this tax, there are quite a few options to deal with it differently, and thereby freeing one to make the decision to move.
Depending on a variety of factors, such as liquidity and the amount of gains or passive income, a spendthrift trust allowing you to defer the capital gains may be a valid choice.