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Financial Clarity Blog

Helping people make smart financial decisions.  

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You Don’t Need A Long-Term Care Policy, You Need Longevity Planning

Longevity planning and Long-Term Care planning are an integral part of a solid financial plan, especially for LGBT families. But you have to trust that the advisor you work with will help you find, what you want, what you need, what you can afford, and what you can get approved. They also need to give you options if you cannot get the type of coverage you want or need. It is helpful to work with someone who is an expert in working with someone like you.

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How Much Income Do I Need to Protect

One of the most overlooked components of financial planning is income protection. Income is the linchpin that holds your entire financial world together. Unless you are independently wealthy and don’t need to work anymore, you probably rely pretty heavily on your earnings. If this is the case, you should probably do everything in your power to ensure your income continues to flow, even if you are unable to work.

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How Much Life Insurance Do I Need?

In the last couple of weeks, I cannot count how many times a client has reached out to me asking about their life insurance. I get questions clarifying whether or not life insurance will pay if they die from COVID-19 (it will). I also have people asking me to help them get more life insurance in a hurry.

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