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News & Updates
Steven Shapiro
November 24, 2021
Retirement Planning: 6 Key Things You Can Do Now
As you approach your retirement, it is important o plan for the road ahead of you. For many people retiring today,…
November 18, 2021
Senior Finance 101: Don’t Forget to Plan for These Retirement Expenses
It’s no secret that budgeting for retirement can be challenging. Without a crystal ball, you don’t know exactly what your everyday…
November 1, 2021
How Does Inflation Impact My Life Insurance Policy?
With inflation on the minds of many investors, how do you protect against those risks, and what top strategies could help…
September 17, 2021
Life Settlement Fraud is Rare
If you are like many life insurance policyholders today who own a permanent policy, you have probably noticed that your insurance…
August 1, 2021
Time to Sell? How Life Expectancy Impacts the Value of Life Insurance
Life insurance policies are a valuable asset. The U.S. Supreme Court decided in 1911, in a case called Grigsby v. Russell,…
July 2, 2021
Life Settlement Market Important Facts
Have you ever thought that your life insurance policy is no longer needed or too expensive to maintain? If so, you are not alone. Did you know that you have the option to SELL your policy for the real market value, rather than simply lapsing the policy or surrendering the policy back to the insurance company?
June 7, 2021
How Should I Prepare for the Unexpected?
It’s an unfortunate situation that we face from time-to-time, something unexpectedly happens that has a negative impact on your life. How should one prepare for handling these difficult and unexpected (but inevitable) situations? What tools should we have in our “toolbox” to help us handle these “curves in the road” that come up from time to time? As we develop these skills and make ourselves prepared for the events, we can, at least, handle these situations with more confidence.
April 27, 2021
Stages of Long-Term Care
Many seniors will need short- or long-term care at some point in their lives. Seniors have many different options available for senior living and/or long-term care. There are also many different ways to qualify and pay for these care options. While these choices and options can seem overwhelming, seniors will be able to analyze their situation and take their preferences into account to find the best care alternative. Below, we review the five stages of long-term care to help guide the choices available.
April 5, 2021
Estate Planning – 10 Tasks You Should Accomplish
Estate planning is a complex task that many people put off until it’s too late. There’s a good reason for this: it can be an emotional and arduous process to make decisions protecting your loved ones, personal values, financial assets, and more. But if you want to give yourself peace of mind, or ensure the care of someone you love after your death, it’s time that you face this challenge head-on.
March 12, 2021
When Will You Get the Next Coronavirus Relief Package Stimulus Check?
The House and Senate have now passed the latest Covid relief bill, and President Biden signed the bill into law on March 11, 2021. The new law includes stimulus checks to individuals, provides for extended unemployment benefits, child support payments, and many additional provisions including payments to cities, states, and tribes, and to certain large businesses and many small businesses. Additional funds are provided for school reopening costs, expanded tax credits, and food aid. A search for “Corona Virus Relief” or “Covid Relief” will provide a large number of articles with many more details on the bill and the expected impact of the new law.