WealthMerge

12/27/2019

Retirement account planning has changed due to the SECURE Act

09/23/2019

If you're not thinking about this expense now, it could cost you big time later.

09/11/2019

We are proud to announce our sponsorship for the National Elder Law Foundation - NELF - 2019 NELF Forum! We will be attending next week and hope to connect with you in Pittsburgh! Details:

The National Elder Law Foundation cordially invites you to join us for the inaugural 2019 Forum. This innovative program will offer you the opportunity to hear renowned speakers present topics of interest to you. This is a rare opportunity to have your questions answered by experts in their fields,....

09/06/2019

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

09/03/2019

Health insurance won’t cover home modifications or help getting dressed, bathing or eating. How will you care for yourself?

One day you or your spouse may need long-term care services and asset-based long-term care could help.

09/02/2019

Happy Labor Day! We are closed today and look forward to serving you tomorrow!

08/30/2019

Our next webinar is coming up on September 11th! Join us for: 5 Things You Need to Know Before Your Next Seminar.

Seminars are still one of the best ways to get information out to your clients and help them get to know you. A well done seminar can make a huge difference in your practice but a poorly done seminar can actually hurt your practice. Join us for this dynamic presentation by Todd Whatley's marketing consultant to learn 5 things you have to do for your next seminar. http://ow.ly/dyJ550vEqRg

08/29/2019

While premiums may seem "expensive", asset-based LTC is the best planning solution in most cases.

Today’s middle-income Americans won’t be able to afford tomorrow’s long-term care. Check out these story ideas that you can use to cover the issue.

08/23/2019

Medicare, Medicaid and medical insurance policies don’t cover most costs. Live the of your dreams, on your terms. Contact us today!

08/21/2019

UPDATE! Webinar rescheduled to September 11th!
Join us for: 5 Things You Need to Know Before Your Next Seminar.

Seminars are still one of the best ways to get information out to your clients and help them get to know you. A well done seminar can make a huge difference in your practice but a poorly done seminar can actually hurt your practice. Join us for this dynamic presentation by Todd Whatley's marketing consultant to learn 5 things you have to do for your next seminar.

http://ow.ly/dyJ550vEqRg

08/19/2019

When catastrophe strikes, you're less likely to be able to pay for . Don't let life kick you when you're down... take control and create a plan with WealthMerge today!