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OCTOBER 2022 NEWSLETTER

TOP STORIES

Care Coordination: Making Sure Your Individual Needs Are Met
 
As people age, it is very important to make sure their needs are met. By having proper plans in place, the care coordination process can become an easier burden to bear. 
No Will? You're Putting Your Kids at Risk

As the recent death of Anne Heche shows us, not having a will can place a significant burden on your children and cause undesirable complications.

How Much Long-Term Care Insurance Should You Purchase?

A number of considerations go into how much long-term care insurance any consumer should buy. 

What Are Medicaid Asset Protection Trusts?

When you put your assets in a MAPT, Medicaid will not count the money in the trust toward its resource limit.

Financial Planning Month

October 2022

National Train Your Brain Day

Thursday - October 13, 2022

You will get your personal:

  • Brain Health Index (BHI) Score
  • Individual Pillar Scores
  • Brain Health Guide
  • Memory Score
  • Dashboard
  • Recommendation and Tips Designed For You

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