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What do Long-Term Care insurance and Cocktails have in common?

Monday, January 09, 2012

I love this post from Cynthia DeGeorge, who is a long-term care specialist with Gurley Long-Term Care Insurance.  It's got some quick and simple rules for a good life: 

* Maintain healthy habits
* Live within your means
* Plan ahead
* Cultivate (and maintain) friendships

Note that I said the rules were simple, but they're not necessarily easy.  There is a lot of noise in our world, and it is sometimes hard to break through it and focus on simple, clear objectives.  if we're not laser-focused, it's easy to be unhealthy in a bunch of different ways .  I know this is an ongoing challenge for me.

Hard and impossible are very different things, though, and stories like this help reinforce my goals for the new year and beyond.

Gurley LTCI is also a great source of information on long-term care, which is an under-appreciated but critical piece of any financial plan.

Tags: long-term care insurance

Insurance

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Quoted in NAPFA Advisor magazine regarding Health Savings Accounts

Thursday, January 05, 2012

The November, 2011 issue of NAPFA Advisor magazine contains an article titled Understanding Health Savings Accounts.  I was honored to be a featured source for the article, as NAPFA Advisor is the official magazine of the National Association of Personal Financial Advisors, and is highly regarded in the world of fee-only financial advice.  Check it out!

Tags: napfa, hsa

Health Savings Accounts

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