Josh Krone - Designing Stronger Financial Solutions

Would you like help creating Retirement Income that is TAX FREE? Give me five minutes of your time. Call me! 561-715-2281

Women are financially savvy

March is Women’s History Month and International Women’s Day falls on March 8. As we celebrate women, here are some stats to know – 50% of households are headed by women, nearly $32 trillion of world-wide spending is controlled by women, and women often do better in the market than men, but not because of luck. Check out this infographic below for the reason why and to learn more facts about women and finances.
Let's set up a meeting to discuss your goals/needs.
561-715-2281

Women are financially savvy - Living Confidently Women are financially savvy. Yet, there are still unique challenges working against women in retirement.

Long Term Care (or LTC)....Do I Need It?

New article findings in a recently published LTC Consumer Market Survey. It captured a lot of great information, including:

18% - Only 18% of people have worked with a financial professional on long-term care planning strategies. Simply starting the conversation can help clients feel more comfortable discussing their concerns, which gives them the chance to present options.

79% - The percentage of people who expect either their partner or children to provide LTC care should they need it. Having family you can depend on is comforting; however, asking loved ones to become caregivers is not a decision that should be made lightly. Will they be able to take on these responsibilities in addition to their current workload? Do they even know this is the plan? Having LTC protection provides the flexibility to hire professional caregivers, allowing the family to “manage the care rather than provide the care.”

23% - When given a list of payment sources for unexpected LTC needs; and being told to select all that they thought would apply to them - only 23% of respondents selected LTC insurance.

• Personal savings was selected 63% of the time, and
• Social Security/Medicare 53% of the time.

Call me to discuss options. Planning now for the future will save you time, headache, stress and most importantly - Money!

Cell: 561-715-2281