Building relationships and financial plans for over 85 years
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Branch Manager Michael Walker
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Host Laura Hawley – CFP®, President at Allen & Company
Co-Host Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company
Guests Susan Sartain – Regional Development Director at Cornerstone Hospice Palliative Care Foundation Margaret Welch – Community Relations Coordinator with Cornerstone Hospice
In this episode, we discuss a Living Will, making plans beyond retirement, Long Term Care Insurance, and the link between retirement and technology. We will also discuss long term retirement planning and help clarify, understand or make solid your plans for health and living long-term. We visit with Susan Sartain, Regional Development Director at Cornerstone Hospice Palliative Care Foundation and Margaret Welch, Community Relations Coordinator with Cornerstone Hospice.
It’s easy for them to understand but hard for people to take that next step in the planning phase of it. – Chad Jones, CFP®, MBA, Financial Advisor at Allen & Company
Usually people who save in a ROTH style 401K or IRA have increased spending power in retirement. – Chad Jones, CFP®, MBA, Financial Advisor at Allen & Company
While you can’t plan perfectly for everything, some planning is better than no planning. – Chad Jones, CFP®, MBA, Financial Advisor at Allen & Company
In this country, the average time that people utilize their hospice benefit is 17 days or less. – Margaret Welch, Community Relations Coordinator with Cornerstone Hospice
People are not using a benefit that they’ve paid for and can improve their quality of life. – Margaret Welch, Community Relations Coordinator with Cornerstone Hospice
Do you have a will or trust in place? – Chad Jones, CFP®, MBA, Financial Advisor at Allen & Company
70% of Americans over the age of 65 will need long term care services during their lifetime. – Laura Hawley – CFP®, President at Allen & Company
Laura Hawley – CFP®, President at Allen & Company Allen & Company – Laura Hawley
Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company Allen & Company – Chad Jones LinkedIn – Chad Jones
Susan Sartain – Regional Development Director at Cornerstone Hospice Palliative Care LinkedIn – Susan Sartain