In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.
Bruce provides guidance on what Long Term Care insurance is, who can benefit from it, and when to start looking for a policy. You will come away with a well-rounded understanding of long-term care insurance and actionable insights on making informed decisions that align with your financial plan.
Retirement may seem like a ways away, but it’s never too soon to plan for the transition to the time when your income comes...
The day has finally come…your retirement date. Now what?In episode two of our three part retirement series, we talk through all the facets of...
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...
