For two decades, Andy Pulsfort has spent his days at The Prosperity People getting to know our clients: their goals, their worries, their adventures, their milestones and the dreams their financial plans make possible. After 20 years of listening and learning, we thought it was time to turn the tables.
A gentle, practical guide to financial planning for widows, from the first steps that truly matter to the decisions that can wait. For younger widows in NKY & Cincinnati.
If retirement is on the horizon, open enrollment might be your last chance to elect certain benefits that can go with you when you retire. Here’s what to know before you sign up.
Just inherited money and not sure what to do? A calm, plain-language checklist for what to do with inheritance money in your first 90 days, from securing documents to building a plan.
Most people leave money and value on the table simply because they never take a close look at their full benefits package. Open enrollment lasts a few days, the paperwork is dense, and it's easy to just carry over last year's choices. But a little attention here can be worth thousands of dollars a year.
Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This information is the bread and butter of any LTCI policy. In addition, you should know how to file a claim, preferably before you're on the verge of needing care.
