Tate Financial

Lisa likes pottery because it speaks to her about life. Just as she shapes the clay into art, she has the flexibility to repurpose her resources in retirement. Do you?

Did you know there are annuities that can be used to pay for long-term care? If your tax-deferred annuity doesn't offer this benefit, we should talk.

THERE'S AN ALTERNATIVE TO BUYING EXPENSIVE LONG-TERM CARE!

Delay or avoid the dreaded nursing home...

Seniors are living longer than ever before. Statistics show three out of four seniors will need some form of homecare in their lifetime. The solution most people are aware of is a Long Term Care nursing home policy. Even seniors who appear healthy are rejected because of their health. And these days, Long Term Care policies are primarily written to people ages 45 to 64. So for people 65 & older, now what do you do?

Tate Financial Services Incorporated

Thanks to all who attended our luncheon seminar today in Wake Forest:

"The Top Ten IRA Mistakes: How to Avoid IRA Tax Traps."

We had another good turnout today and a great turnout Tuesday night at Shuckers!

Visit our page often to find out about future seminars in YOUR neck of the woods!

https://www.youtube.com/watch?v=CYZdsJqx4xc

A Window Into the Daily Struggles of Long-Term Care For more: http://to.pbs.org/1azUpCR Like two-thirds of Americans, those who develop Alzheimer's disease have usually done very little to plan for their long-...

60% of caregivers have to cut discretionary spending; 46% say providing care impacted their health and well-being. What’s your strategy?

If your spouse has a stroke, your child’s in an accident or your aging parents need help cooking and cleaning, what’s your strategy to care for them? Let me help.

— Protect your loved one’s savings and emotional well-being.

Costs for are on the rise. Live your years on your terms.

Here’s What You Need to Know About a Long-Term Care Insurance Policy When you prepare for any upcoming investment or purchase, you probably run into some unfamiliar language or terminology in your research, which can be frustrating and downright confusing. Searching for a long-term care insurance policy is no different. A long-term care insurance policy describes cov...

The median cost of home health care is $45,000 per year. Just a couple years could have a significant impact on your savings.