Understanding Your Needs and Wants

We all have needs and wants, but many people have a hard time distinguishing between the two. This article will combine elements of Mick’s book with ideas from other source materials.

The Ins and Outs of Extended Care Insurance

“If you fail to plan, you are planning to fail,” is a quote attributed to Benjamin Franklin. By not creating a strategy for extended care, you’ve decided to self-insure.

Second-Half Outlook

One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.