Long-term Care: What is it? Do I need it? How do I plan and pay for it?
What is long-term care?
Do I need it?
How do I plan for and pay for it?
What should I do for year-end financial planning?
Did I schedule my year-end review with Catherine @Green Bee Advisory? Read on for tips and to dos for year-end financial planning.
❤️ Top Financial Moves to love yourself this Valentine’s Day
Top Financial Planning moves to honor YOU this Valentine’s Day. Top financial moves to love yourself this Valentine's Day. YOU are your number one asset. Establish a sufficient emergency fund. Review and update your insurance needs and legal planning. Work with me to create your Life by Design financial goal plan. Celebrate your accomplishments. Weekly date nights with partner. Schedule your review!
✅ Top 5 TO-DOs for 2023 planning 🗓
Top 5 Financial Planning TO-Dos for 2023
What should I be doing for my year-end 💵 planning?
What are the TOP 5 things I should be doing for my year-end 💵planning? 1. Make a note to INCREASE my maximum retirement plan deferrals. 2. Review my long-term care (LTC) funding plan. 3. If I am philanthropically inclined, here are some alternative ways to think about my charitable contributions. 4. Check out Green Bee’s 🐝 educational press coverage. 5. Schedule my year-end review.
Happy June and PRIDE 🏳️🌈 month!
Happy Pride Month! We love helping our LGBTQIA+ clients with financial planning, investing, insurance, budgeting, education planning, and more.
Who Needs Long Term Care Insurance?
What is long term care insurance? Do I need it? How much will it cost? What are my options? Learn more about long term care insurance now, and contact me for your personal review.