What The 2016 Social Security Changes Mean For You

What the 2016 Social Security Changes Mean for You

On Monday, Nov. 2, 2015, President Barack Obama signed the Bipartisan Budget Act of 2015. This new law contained several provisions, but one specifically impacts Social Security claiming strategies. While the new laws may somewhat alter the Social Security filing…

Overcoming 6 Common Obstacles To Selling Your Business

Overcoming 6 Common Obstacles to Selling Your Business

Selling your business can be a process filled with a lot of frustrating stops and starts. You may think you’re ready to sell, then find you aren’t as prepared to move on as you thought. You may assume you’ve found…

Your Business: What Is Your Buyer Thinking?

Your Business: What Is Your Buyer Thinking?

In past blogs, we’ve talked about some of the psychological barriers that can interrupt your efforts to sell your business. Being a self-aware seller is important because it can improve the odds that your sales transaction will actually be completed.…

Looking Through The Lens Of “The Martian”

Looking Through the Lens of “The Martian”

One of my favorite movies of 2015 was “The Martian.” It combined science and determination with a good dose of humor. Interestingly, I think these elements are also present in a truly thoughtful investor. As such, “The Martian” provides a…

Life Plan Communities Vs. Long-Term Care Insurance

Life Plan Communities vs. Long-Term Care Insurance

As Baby Boomers continue to retire, questions about the costs associated with long-term care continue to concern them. Questions we commonly hear include: Exactly how will I pay for long-term care if my spouse or I need it? Where will…

“Life Plan Communities”: Name Changer Or Game Changer?

“Life Plan Communities”: Name Changer or Game Changer?

There is no doubt that language in the senior housing world can be confusing. It is often difficult to differentiate between “assisted living,” “skilled nursing,” “independent living,” “continuing care,” “age-restricted” and the myriad of other terms used to describe retirement…

Medical Foreign Travel Insurance

Medical Foreign Travel Insurance

It’s that time of year again—the winter months have set in and many of us are already yearning for escape to warmer weather. If you’re in the process of planning a trip abroad this winter, you should consider purchasing Medical…

Social Security 2016 and Beyond: What Does it Mean for You?

The Bipartisan Budget Act of 2015 was passed at the beginning of the month. The Act changes the rules surrounding when and how individuals can file for Social Security benefits. These law changes are complex and, given an individual's age…