Category: Blogs

A Guaranteed Plan in a Volatile Market

If you are an investor, think about your portfolio right now. How pleasant would it be having to pull $6,000 a month from it today for eight hours a day of home care?  Or $18,000 a month 20 years from now? Or $24,000 a month 30 years from now? Which stock or property would you sell? If …

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The Secret Medicare Plan that No One Tells You About

Saving Money

Medicare supplement plan – most out-of-pocket could be $25-$32 a month

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The Question Every [Millennial / Gen X / etc.] Should Be Asking Their Parents

Okay. You need a grownup question to ask your parents besides, Can I borrow the car keys? Or Have you seen my car keys? When am I going to get a car? Can I get a raise on my allowance? Can I have a toy, ice cream, ANYTHING? You are WAY PAST those whiny ones. …

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LIVE Phyllis Shelton Webinar Dec 3rd at 1 pm EST

Did you miss it? NO PROBLEM. Just click here:“Everything You Need to Know About LTC Insurance But Were Afraid To Ask”www.buddyins.com/suze-orman Hey everyone! Wasn’t the webinar with Joy Loverde on “Who Will Take Care of Me When I’m Old?” fantastic? I will be listening to it a couple more times!  So many of you submitted questions about …

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Own Life Insurance and Need Money? The Sicker the Better

Don’t cancel a life insurance policy without reading this. You could be throwing away thousands of dollars.

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Coronavirus and LTC Insurance

Some of you may be wondering if there is an impact. Applying for LTC insurance can be a little tricky right now as some of the carriers have put an age cap of 70 or younger for applications. This has happened because normally older applicants have a face-to-face interview which some carriers and families as …

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Free online assessment to keep older family members safe during the CoronaVirus

Assisted Living Locators is a free, nationwide senior care placement and referral service for in-home care, independent retirement options, assisted living, memory care, and skilled nursing facilities. If you have a loved one whom you are concerned about during this challenging time, this is a place you can go to see if he or she …

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Suze’s New Book is Out!

Just in from Suze… she is in New York promoting her new book The Ultimate Retirement Guide for 50+! This is what she wrote me – Dear Phyllis, Today I’m in New York, and started the day on my favorite morning shows! If you missed me on CBS This Morning talking about my top retirement …

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CNBC says not having long-term care insurance can be ‘the single biggest devastator’ of your financial plan

I had to share this article from CNBC! Most people will need help with daily activities at some point and most receive the care at home. The most meaningful thing you can do for your family is provide them with help when the time comes so that taking care of you doesn’t fall completely on …

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The Two Biggest Mistakes In Retirement Planning

Over the years, there are two mistakes I’ve found that people consistently make when preparing for retirement. Making one or both mistakes can leave you in a “what if” retirement, afraid to spend your savings as you ask yourself: What if one of us has an extended chronic health care need? What if our retirement …

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