by Bret Rodabaugh | Sep 25, 2020 | Insurance, Investments, Long-Term Care, Retirement Planning
Just as there are many kinds of long-term care services and supports, so is there a wide range of costs for them. And while some people may qualify for a public program to help pay for these expenses, most people use a variety of options, including long-term care...
by Bret Rodabaugh | Feb 24, 2020 | Events, Retirement Planning
Alex discusses “America’s Saves Week” on the Radio Friends with Paul Pepper show. Your business means a great deal to all of us here at LaBrunerie Financial. If you have any questions or would like to set up an appointment, please contact our...
by Bret Rodabaugh | Jan 11, 2020 | Events, Retirement Planning
SECURE ACT becomes law meant to address the need American Families have for accessing retirement savings and lifetime income once in retirement. On December 20, 2019, Congress and the White House passed into law the SECURE Act with the design of improving...
by Bret Rodabaugh | Oct 10, 2019 | Retirement Planning
Another Autumn is upon us as Starbucks reminds us with their Pumpkin Spice Latte. We wanted to remind you that if you are age 70½ or older, IRS rules require you to take Required Minimum Distributions (RMDs) each year from your tax-deferred retirement accounts. ...
by Bret Rodabaugh | Aug 14, 2019 | Retirement Planning
Next year marks the first year that the Social Security Administration will have to start drawing down its assets in order to pay retirees their entitlements. Here & Now’s Robin Young talks to Alicia Munnell, the director of the Center for Retirement...
by LaBrunerie Financial | Nov 1, 2018 | Long-Term Care, Retirement Planning
Planning for Health Care Costs in Retirement Vanguard Research – June 2018 Mercer Health and Benefits: Derek Guyton, FSA, MAAA, FCA; Jennifer Leming, FSA, MAAA Vanguard: Stephen M. Weber, CFP®; Jacklin Youssef, CFP®, MST; Jean A. Young, CPA, MST Vanguard engaged...
