In the spirit of the Independence Day holiday, what a better time to revisit or begin formulating goals and exploring planning opportunities to help maintain personal independence as we age.  The two-edged sword of modern medical advancement and enhanced longevity is the growing need for some degree of personal care later in life. To many, the ability to maintain financial independence while covering large personal care expenses is not only essential to their financial well-being, but also can provide an important personal sense of certainty, confidence, and dignity.  Many wish to continue to live in their own home and not potentially be forced to move in with their children or to a care facility.  While wealth accumulation and prudent financial planning is essential, in certain situations long-term care insurance (LTC insurance) can also play an important role in meeting personal independence objectives.

Imparting tools, wisdom, and values to future generations while not encumbering or constraining their ideas is a challenge many face. There is no one-size-fits-all solution, but we hope to equip you with some tools to help you on your journey of continuing your family legacy.

We hosted an engaging dialogue on entrepreneurship with author Joshua Dick as he explained how his simple “Grow Like a Lobster” mantra helped grow his grandfather’s small coffee business into a global business spanning 70 countries and growing sales 25 times in 15 years.

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