I love dark chocolate-covered strawberries. They make an appearance around Valentine’s Day and Mother’s Day (and if I’m lucky, I can find them at other times too). YUM.
When it comes to planning for the second half of life, we can have the equivalent of “chocolate-covered” planning—something both practical and rewarding. We can set up long-term care insurance that isn’t “use it or lose it.” We can create a plan that ensures lifetime income and financial security. We can make sure a spouse—whether they’re living with dementia or have never handled the bills—never has to worry because everything is taken care of in advance.
Thoughtful planning gives you peace of mind, which, dare I say, might be even better than a chocolate-covered strawberry (though that’s up for debate). If you want a plan that ensures you have everything you need—and still enjoy life’s little indulgences—give me a call.