Blog Posts in April, 2012

  • For Professional Advisors: If your clients are shopping for long-term care insurance, they should expect higher costs and a tougher approval process. That’s the message in a recent Wall Street Journal article ( http://tinyurl.com/873zaco ) about the decision by an increasing number of insurers to stop selling such policies. Most recently, Prudential Financial announced plans to stop taking ...
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  • The Success of Minority Owned Businesses

    || 10-Apr-2012

    For Clients, Advisors and Community A recent Wall Street Journal article states that women owned businesses struggle when revenues get to the level of $250,000-$499,999. It also cites a 2011 study conclusing that the proportion of woman owned businesses with revenues of $1 million and more is about the same as it was in 1998. I wonder why this is the case. If you would like to see the article, ...
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  • Assisted Living: Promise or Dumping Ground?

    || 3-Apr-2012

    For Clients, Advisors and Community In my 32 years of practice, I have watched my clients age, enjoying long years with their children and grandchildren. In our senior care (elder law) practice, I am increasingly counselling my clients about long term care issues including, the transition from independent living to getting assistance whether it be with medications, getting to and from their doctor ...
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