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Monthly Newsletter - Generational Wealth Strategies

I am excited to report that I am spearheading the publication of a new monthly newsletter Generational Wealth Strategies, with fellow contributing columnists: Rick Durfee, Sustainable Legal Solutions, Todd Phillips, Safe Money Corner, and Melodie Gatz, Social Impact Insights. Be one of the first to sign up HERE!

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Return of Premium Long Term Care Plan

Don’t feel bad if you haven’t heard of “Return of Premium LTC Plans” because most investors haven’t. “Return of Premium Plans” are largely an unknown IRS-approved financial instrument that allows you to pre-pay for long term care expenses at a highly discounted rate.

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