Category Archives: Retirement

A conversation worth having.

There is a common misconception surrounding long term care (LTCI) insurance, that only those who are elderly or are currently living with a chronic or debilitating condition need it. But […]

Why consider long-term care insurance?

For those seeking to steward their God-given resources well, long-term care insurance (LTCI) is an incredibly important consideration. LTCI is financial coverage for adults with long-term or chronic disabling conditions […]

Adrian Young’s Family Life Network Radio Interview

Our Executive Vice President Adrian Young was recently interviewed on Family Life Network as a special feature. His conversation offered practical tips and techniques for managing your personal and household […]

Make a Plan for Estate Planning

Imagine the scene at a family dinner, when everyone was well fed and comfortable, and your children brought up your estate planning. “Are your Wills still from when we were […]

Pensions: Lump Sums or Timed Payouts?

If you are one of the lucky few who will receive a pension from your employer when you retire, the options can sometimes feel overwhelming. These options may include taking […]

‘Women and Wealth’ Study

Although early legacy planning is imperative to all, it is becoming increasingly evident that women, in particular, need to get more involved in long-term financial and estate decisions early on. […]