Individuals & Families » Blog » Life Events

Long-term Care – Purchasing Insurance

Wealth Dimensions
Wealth Dimensions
March 1, 2016  No Comments
physician

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term care (LTC) services. What is long-term care? When a chronic condition or illness limits an individual’s ability to perform basic self-care Full Article

Five Steps to Tame Financial Stress

Wealth Dimensions
Wealth Dimensions
June 17, 2015  No Comments

Do you sometimes lie awake at night thinking about bills that need to be paid? Does it feel as though you’re drowning in debt? If this describes you, you might take solace in the fact that you’re not alone. A recent report released by the American Psychological Association (APA) showed that 72% of adults feel Full Article

President’s Budget a Potential Direct Hit for P&G Retirees

Doug Loftus, CFP®
Doug Loftus, CFP®
March 2, 2015  No Comments

If properly planned, P&G employees can utilize a little known area of the IRS code, Net Unrealized Appreciation (NUA) in employer securities, which allows retirees to take company shares directly as part of a one-time total lump sum distribution and only pay current tax on the trustee’s cost of the P&G shares. For most P&G Full Article