The planning team loves bringing you regular financial and retirement planning updates with this series. We aim to provide you with ongoing education and current market news that could affect you.
Steve and Mel covered some great topics in this episode. Mel kicks us off by discussing long-term care. Statistically, a large percentage of our clients will require at least some long-term care services during their lifetime. The tools we use to help protect our clients from this exposure have evolved. Mel covers how some of these newer tools work and the benefits you could see from using newer “hybrid” products.
Steve’s segment was all about current market conditions. The market is not a fan of uncertainty, and we have seen some of that creep into current conditions. When we experience volatility like we have seen this week, it is important to trust in the plan and not make emotional decisions. The non-emotional, mathematical, and methodical approach that Market Guard takes has been such a great fit for how we approach the planning process.
Click Here to watch the July 24th Recording on YouTube
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