Our Blog

Assisted Living Payment Options

May 2017

As our loved ones near the stage of their lives where they may need long term care, it is important to be educated on how you can ensure they will receive the care they need without putting yourself or your loved ones in financial distress. In an article by SeniorsMatter.com, payment options and how assisted […]

IRS Issues Long-Term Care Premium Deductibility Limits for 2018

November 2016

Long Term Care Insurance (LTCI) remains one of the most tax advantaged planning solutions available. Not only are the benefits paid tax-free (IRC 7702b), but policyholders may deduct some or all of their premiums. The Internal Revenue Service has announced it will be increasing the amount long term care insurance policyholders can deduct from their […]

Deb Newman quoted in Financial Advisor Magazine

October 2016

Our founder, Deb Newman was quoted in an insightful article done by Financial Advisor magazine.  In the piece, she discusses: How most people underestimate the cost of unplanned on their families Why even wealthy families need to plan for future care Why some coverage is better than none Click here to read the September 2016 […]

Tax-Friendly Ways to Pay for LTCI

August 2016

Below are 4 ways that can make long term care insurance more affordable through tax-advantages: Tax-free withdrawals from an HSA (health savings account). Deduct long-term-care premiums as a medical expense. Make a tax-free transfer from an annuity. Make a tax-free transfer from permanent life insurance. For the full article and more information on these tax-friendly […]