When most people think of Investment Advisors they think of buying and selling investments or market swings up and down. This is all part of the experience as an investor, but at JRC Wealth Management we take a more nuanced stance.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Completing this simple worksheet can help establish a realistic retirement savings target.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much can you afford to pay for a car?
