INERTIA - Advisor Services Group

It’s time for Long-Term Care "Accountability" Month, because you can’t Monte Carlo the need for care, draft a trust to avoid it, or find a deduction for the chaos.

The Leverage Hiding In Insurance-Based Long-Term Care Planning..... It screams "accountability" when a Nationwide Retirement Institute Long-Term Care survey shows that 58% of U.S.

As 75 million Americans move into and through retirement, EVERYONE in the advisory community must take Long-Term Care Planning seriously.....

What if EVERYONE Took Long-Term Care Seriously? Long-Term Care Planning is often the most overlooked pillar of financial and life planning. Yet, it affects every client, every family, and every professional involved in helping people prepare for retirement and aging.

Clients will tune out fear and clickbait-driven planning because real advice demands clarity and solutions — Not chaos and hyperbole.

Proper Planning Does Not Evolve From Fear and Clickbait. The Silver Tsunami will crest with 75 million Americans in or entering retirement — many of them living longer than ever, and most entirely unprepared for the realities of caregiving, healthcare, and long-term support. So what do today's journalists and pundits bring to the table? Typically, I'd i...

The U.S. Open, beginning today, reminds us that a great financial plan requires ALL the clubs in the bag, just like this >>> https://www.inertia-asg.com/advisor-resources/the-blog/a-great-financial-plan-requires-all-the-clubs-in-the-bag/

Are you recommending clients use "Super Charged" Health Savings Accounts for their Long-Term Care Planning strategy like this >>> https://www.inertia-asg.com/advisor-resources/the-blog/super-charged-long-term-care-planning-available-to-millions-of-americans/

Client planning without a Long-Term Care component is nothing more than crisis deferral, and here’s why that matters: https://www.inertia-asg.com/advisor-resources/the-blog/is-financial-planning-in-america-glorified-crisis-deferral/