Chris Eddy Financial Advisor - Strategic Financial Concepts

07/15/2025

Are you taking care of a loved one without even realizing you're a caregiver?

Informal caregivers are often family or friends who provide unpaid care at home, without any formal training or a health care license.

Curious about what caregivers really go through? Explore the OneAmerica Financial 2024 Caregiver Study to learn more and find ways to support them!

07/11/2025

Did you know some long-term care protection can allow you to choose family and friends as your caregivers? Instead of relying only on professional services, some LTC protection can let you compensate loved ones for the care they provide, offering a more personal and familiar approach to daily activities.

Do you know any caregivers in this situation? Drop your thoughts in the comments below.

07/08/2025

Do you know what long-term care protection can cover?

Learn more with the helpful tips from the OneAmerica Financial Long-Term Care Planning Guide.

https://www.oneamerica.com/content/dxp-oa/us/en/home/individuals/offerings/ltc/ltc-planning-guide.html

07/03/2025

Confident about your retirement plan? Help secure your financial future by looking ahead.

Check out this educational site to help you navigate before, during and after it’s needed.

https://www.oneamerica.com/content/dxp-oa/us/en/home/individuals/offerings/ltc/ltc-planning-guide.html

07/01/2025

Confused about what long-term care protection is? Having a plan in place prepares you for the future and helps ease the physical, financial and emotional burdens — for you and your loved ones. If something happened tomorrow, would your family be protected? Drop your thoughts or questions in the comments — let’s talk about it.

06/29/2025

Ensuring your beneficiaries are updated can minimize the strain on loved ones who manage your estate and ensure your wishes are followed. Otherwise, there could be delays in estate distribution and an increase legal fees.

https://www.oneamerica.com/articles/Article-FEI-Update-Beneficiaries?siteArea=/oacontent/oneamerica/financial-education/individuals/resources

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06/28/2025

You should look for opportunities to preserve your estate as much as possible for loved ones or the charities you support. Two strategies for preserving for intended recipients are the marital deduction and the unified credit.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-fei-preserving-your-estate

06/27/2025

If you want to as part of your financial plan, there are two options to consider: lifetime transfers to individuals and charitable gifts to organizations. Each has its own advantages.

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-fei-estate-gifting-strategies

06/26/2025

Many people think health insurance or government programs cover long-term care expenses, but that's one of the biggest misconceptions. Let me help you set the record straight.

06/25/2025

Donating money to a good cause is a thoughtful way to . It also can be fiscally smart. Here are some points to consider when preparing your .

https://www.oneamerica.com/financial-education/individuals-leave-a-legacy/article-ll-charitable-gifts-101

06/24/2025

Planning for costs now can help avoid a financial crisis for you and loved ones later. Have you or someone you know ever been surprised by unexpected long-term care costs? Share your experience in the comments below.