Should you consider long-term care insurance? What sorts of strategies can help you effectively pay for your care? Besides saving, what else do you need to do to be sure you’re ready for any needs that may arise? Melinda Kibler answers these questions and more.
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Investing isn’t always easy, but it doesn’t have to be complicated. What do you really need to know to make wise investment choices?
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Whether you’re considering your first life insurance policy or looking to review your approach, this episode is for you.
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Grandkids are a joyful part of life. They also can, and should, be part of your overall financial plan. Senior client service manager and chief investment officer Anthony Criscuolo walks listeners through the practical side of offering financial support to your grandchildren in the most effective ways possible.
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Vice president David Walters dispels the myth that estate planning is only for the very wealthy or very old. Discover who needs to pay estate taxes; some dos and don’ts of designating executors or trustees; the pitfalls of “sweetheart” wills; and much more.
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EVP/COO Shomari Hearn discusses tricky decisions about how best to assist or support adult children or grandchildren; ways to prepare family members who might receive significant assets after your death; the pros and cons of intrafamily loans; and much more.
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Senior client service manager Rebecca Pavese has a frank but sensitive conversation with host Amy Laburda about how to plan for times when you can’t make your own decisions.
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Managing vice president Paul Jacobs offers advice to entrepreneurs considering taking the plunge and starting their own enterprise.
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Vice president Eric Meermann stops by the podcast to talk about his chapter in “Looking Ahead: Life, Family, Wealth and Business After 55” on philanthropy.
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In the first episode of our first season, Palisades Hudson founder and president Larry Elkin discusses how he went from a journalist with the Associated Press to running a business that recently marked its 30th anniversary.
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