Tate Financial

07/10/2023

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?

07/10/2023

04/24/2023

03/18/2023

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.

03/08/2020

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?

11/08/2019

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!

08/02/2019

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

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-...

06/07/2019

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

05/04/2019

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.

03/29/2019

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