Krause Financial

20/10/2026

Howdy, San Antonio! 🤠 Aaron Kempen is in town this week, attending Lawyers With Purpose's TAPER 2026. ⚖️ He's excited to present on lesser-known MCA strategies, engage in thoughtful dialogue, and connect with attorneys from across the country. 🎤 If you're here, keep an eye out for Aaron!

16/10/2026

The cost of living varies greatly by state, but not all states account for that when it comes to Medicaid. 🤔 A recent case out of Michigan allows for case-by-case spousal impoverishment adjustments prior to Medicaid approval. ⏰

Hear more about this decision and its impact in our latest episode of Industry Insights. 📹

15/10/2026

David Currie is in San Diego this week for the 2026 Fall Summit hosted by the American Academy of Estate Planning Attorneys! 📍 He's looking forward to connecting with estate planning professionals from across the nation. If you're here, come say hello to David! 👋

15/10/2026

14/10/2026

Paying for senior care can be more complex and costly than families expect. Planning ahead can help save time and money and reduce the need for loved ones to make urgent decisions later. 💡

According to a recent survey, 65% of seniors are already planning ahead to help their families avoid those difficult situations. 🤔

Aging in place generally wins out over assisted living and other residential long-term care settings as a preference when a health event requires long-term support, but those preferences appear to be generational, according to the findings of a new survey.

13/10/2026

In 2020, $250,000 covered approximately 3.8 years of long-term care. Last year, that same amount covered just 2.8 years. ⏳

For clients nearing retirement, this raises an important question: How much will they need to help cover future care costs? 🤔 Here's what you should know. 👇

Long-term care is getting more expensive: $250,000 covered only 2.8 years of long-term care nationwide in 2025 (down from 3.8 years in 2020), according to a September 22 report from CareScout, an aging care company. To calculate this, CareScout reviewed data from its 2025 Cost of Care Survey and

12/10/2026

Whether it's a client party, firm event, or social function, networking can be overwhelming. 🤝 Explore practical tips to help you work the room, start conversations, and ace your next networking event. ✔️

If you detest networking events, particularly when you don’t know anyone, attending will be a lot less painful if you are prepared. These tips from Sally Schmidt help make them both tolerable and productive.

09/10/2026

What a beautiful day to be out on the green! 🏌️⛳ We had a great time golfing with Reg W. and Jon F. from McCarty Law LLP. Thank you both for the opportunity to connect, enjoy a great day together, and for your valuable partnership. 🤝

09/10/2026

Staff shortages and care facility closures may make nursing home beds harder to find. The oldest baby boomers are turning 80 this year; explore what this could mean for your clients. 👇

The San Vicente de Paúl Nursing Home in the South Bronx hasn’t admitted a patient since December 2024. ArchCare, which operates the facility, has reduced its capacity from 120 available beds to 53 and plans to shrink it further.

08/10/2026

Our founder and CEO, Dale Krause, was recently quoted in an AOL article about retirement planning. 💬

For those planning for long-term care or considering long-term care insurance, an important question to ask is: “If I need care, where will the money come from?” Planning early can provide more funding options and greater flexibility. Read the full article. 👇

Discover 5 costly retirement mistakes even savvy retirees make. Learn what financial advisors say you should stop putting off — and why it matters.