Insurance

It May be Time to Start Thinking About a Hybrid Long-Term Care Insurance Policy by Scott Montgomery

Posted May 5, 2020

One of the greatest risks to your retirement savings is your longevity. The longer you live, the more likely you will develop a chronic medical condition or disability that can impair your ability to take care of yourselves later in life. Without proper planning and saving for these circumstances, it is possible that the rising […]

Women Need to Plan for their Long-Term Care by Olga Ismail

Posted February 20, 2020

No one wants to think about spending their golden years in a nursing home or with round-the-clock nursing assistance for basic self-care tasks, such as eating, dressing, bathing and using the bathroom. Yet, according to AARP, approximately 52 percent of Americans turning 65 this year will require some sort of long-term care services and support […]

Assessing Long Term Care Insurance Options by Scott Montgomery

Posted February 5, 2020

When most people think of retirement, they imagine spending their time traveling and pursuing the hobbies and activities that bring them the greatest joy. Few consider that as life expectancies increase, so too do the risks that individuals will eventually require costly long-term care for assistance with daily living activities. By failing to prepare in advance […]

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery

Posted January 8, 2020

Naming beneficiaries to receive proceeds from a life insurance policy or retirement account is a difficult decision that requires consideration of a range of factors. Because these selections supersede designations contained in your will, they are an important step in the estate-planning process that must be addressed with particular care and attention to details. Selecting […]

You Are Not Too Young To Think About Life Insurance by Scott Montgomery

Posted December 5, 2019

Death is often the furthest thing on the minds of twenty-somethings who are just beginning their careers and enjoying the freedom and opportunities that come with their post-college life. However, introductions into adulthood also come with a long list of responsibilities, liabilities and risks that require carefully consideration and planning. In the unfortunate and tragic […]

Prepare for Financial and Medical Issues before Your Child Heads to College by Scott Montgomery, CLU, ChFC

Posted April 17, 2019

Congratulations! Your child has been accepted into college and will potentially be moving out of your family home in the next few months. During this time of excitement and, perhaps sadness, don’t forget that the law no longer recognizes you as your child’s legal guardian. In fact, unless you prepare in advance, you may not […]

Why You Are Never Too Young To Think About Life Insurance by Scott Montgomery, CLU, ChFC

Posted January 15, 2019

Assessing Long-Term Care Insurance Options by Scott Montgomery, CLU, ChFC

Posted August 2, 2017

What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC

Posted July 7, 2017

In June of 2017, the Federal Reserve announced it will continue on its slow and steady path of interest rate hikes with another 0.25 percent increase in the federal funds rate to a range of 1 percent to 1.25 percent. The central bank’s move, its fourth raise since 2008, represents its confidence in a strengthening […]

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