Long Term Care Planning Part 2

Long Term Care Planning Part 2

Long Term Care Planning – Part 2 Urmas Lupkin Protecting what’s most important to you We all spend our life paying for various types of insurance that we hope we may never need to use. We pay to insure our cars and homes without ever thinking twice about it. But when...
Long Term Care Planning Part 1

Long Term Care Planning Part 1

Long Term Care Planning – Part 1 Urmas Lupkin Long term care awareness These days it seems that there is a day or month for everything. November is no different. November is long term care awareness month. I chuckle at most of these awareness days or months but not...
Who is Responsible for Your Retirement?

Who is Responsible for Your Retirement?

Who is responsible for your retirement? Urmas Lupkin Vice President Sales & Marketing The short answer is you are! The bad news is there is a train barreling down the tracks and unlike Johnny Cash most Americans “don’t hear that train a coming”. On 4/29/19 the...
403b for Teachers

403b for Teachers

403b Plans Urmas Lupkin Vice President Sales & Marketing PENSION SUPPLEMENT – THE TIME IS NOW Although no one becomes a teacher with thoughts of becoming a millionaire, teachers can still retire comfortably after their chosen life of service. Teachers...
Succession Planning

Succession Planning

Bussiness Success Part 4 By Urmas Lupkin Vice President Sales & Marketing This article is the fourth in our series of articles on myths related to business succession planning. The first three focused on family businesses with one owner. This one will discuss the...