Life Insurance, Long Term Care, Annuities, and Ranting About Reddit

A Reddit thread about getting sold life insurance when going to a life insurance company for financial planning gets Joe Anderson, CFP® ranting! To make sure Joe’s insurance rant doesn’t apply to you, and to help you avoid buying insurance you don’t need, Paul Lim CFP® educates us on term life insurance, permanent life insurance, long-term care, and annuities: what … Read more

Guest:  Paul S. Lim, CRPC®, CFP® Paul Lim

Podcast #173

Your Money, Your Wealth Hr. 1

Are we headed for another bear market? Joe and Al discuss the performance of our current market, which is the third largest bull market in history. Also on today’s agenda are capital gain rates, net unrealized appreciation and flat taxes. Moving on to medical care, Al points out that anyone who has Alzheimer’s can get a tax deduction going in … Read more

Retirement Readiness Guide

Retirement Readiness Guide

Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow.

In this guide you’ll learn…

  • How to create
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How Can LTC Insurance Help You Protect Your Assets?

You may need Long Term Care

Many need long-term care at some point in their lives and it is estimated that about half (52%) of Americans turning 65 today will develop a disability serious enough to require long-term care1.


What is Long-Term Care?

Long-term care is given to those who need assistance with the activities of daily … Read more