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Infographic: Caregiving 101 Tips for First Time Caregivers

May 08, 2018

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Women and Caregiving Something's Got to Give

Apr 26, 2018

Sooner or later, given enough time, most elderly adults will require care assistance, with much of this assistance requiring long-term care. While 65% of those needing care rely exclusively on those close to them, another 30% will employ paid providers for supplemental assistance. In contrast to men, women are significantly overrepresented as care providers and […]

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The Future of Caregiving: AI, Robots, and More

Apr 05, 2018

Caregiving today looks very different than it did 50 years ago. Thanks to improvements in medicine, technology, and psychology, among other things, today’s family caregivers have more resources available to them, as well as a greater ability to maintain their loved one’s quality of life. With the speed at which technology is currently developing, family […]

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Caregiving 101: Basic Tips for First-Time Caregivers

Jan 18, 2018

Becoming a full- or part-time caregiver to a loved one may have been something you saw coming years ago, or it may have been a sudden surprise. Whether or not you prepared yourself for the possibility that someone you love would need your care, caregiving can come with a whole lot of uncertainty. How will […]

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The Financial Impact of Family Caregiving

Nov 28, 2017

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More Family Caregivers Are Struggling to Balance Employment with Caregiving Duties

May 31, 2016

It’s no secret that family caregivers have to manage a major balancing act, whether they’re working or not. If the caregiver is at home with their loved one, they have to balance caring for their own families - and just as importantly, themselves - with taking care of their family member. That means scheduling doctor’s […]

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Facts About Life Settlements That Every Financial Advisor Should Know

Sep 17, 2021

Over the past several years, life settlements have taken center stage in the financial world as regulations around life insurance have increased. And as such, they have become a valuable tool in comprehensive planning.

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Diane

Jun 30, 2021

Her policy was eating cash flow needed for caregiving costs. Diane’s adult children were funding both her long-term care needs and maintaining her life insurance policy. However, an increase in cost of insurance was going to cause them to lapse the policy for the minimal cash surrender value. The long-term care facility recommended using Ashar […]

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Maria

May 11, 2021

Her family put off their own financial plans to care for her. Instead of focusing on their own retirement and family financial goals, Maria’s adult children were funding her caregiving needs. The life settlement created enough funds to pay for her care and eliminated the burdensome premium payments. Her children were happy they could fund […]

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Judy

May 11, 2021

Her policy was no longer neededfor estate planning purposes. The Tax Cuts and Jobs Act of 2017 meant Judy no longer needed all the life insurance she’d put in place years ago. Her estate planning attorney requested an appraisal for secondary market value. Through the appraisal process, they opted to sell one of the policies […]

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