Have a long term care policy and a rate increase, an excellent article from the NY Times:NY Times Article on LTC rate increases
A checklist of issues if you lose your job or otherwise find yourself between employment.
My office has a process for this. Give us a call at 215-886-2122
We have a process and a form for this question, if you have a question about capital gains tax, give my office a call at 215-886-2122.
In the financial world, if a prospect or frankly a client doesn’t want to be helped, you have to learn to move on! It’s their decision, their money, and their retirement. It’s important that we don’t push products, solutions, or our own opinions to get them to move. But always get a waiver signed to insure that years down the road, everyone remembers whose idea it was to not move forward.