In this hour, the Paul Winkler team discusses a few strategies for paying for long-term care. If you’re stuck in annuity, there may be an option to exchange it for LTC insurance. Also, the market has had a great week, but how are investors responding? Finally, the team covers how credit scores affect insurance premiums and a method for picking 529 plans for education savings. Seeking to avoid financial mistakes during the downturn? Learn from Paul through a free webinar, available at www.paulwinkler.com/webinar. This is hour 3/3 recorded on June 6, 2020.
It’s Time to Talk to Your Spouse About Retirement
It’s common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look