Do you know the “personal burn rate” of your elderly parents or loved ones?

Posted by Peter Gordon
On April 14, 2021
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The term “burn rate” normally refers to businesses. It is a measurement of how quickly a company is spending money. So why I am writing about it? Many of our elderly clients are in their final years and are anxious and concerned about how long their money will last. Very often they are in assisted […]

Do your elderly parents or loved ones have online accounts set up for their long term care policies?

Posted by Peter Gordon
On April 9, 2021
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Last week I sat down with a relatively new client. Our in person meeting was a relief. I was fourteen days past my second #COVID vaccine; my client was already vaccinated. We were situated six feet apart with masks on. We have an onboarding process for new clients which requires us to get a lot of information, […]