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Daily Archives: September 10, 2019

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elderly couple in assisted living

Planning for Incapacity Part 2

Christian Insurance, Insurance, Long-term Care InsuranceBy Ron FirstSeptember 10, 20191 Comment

In the early summer I appeared on Christian Financial Perspective Podcast with my good friends and colleagues, Bob Barber and Mary Jo Lyons from CIS Wealth Management. The topic of discussion was Planning for Incapacity (Part 2 of 2). If you are between the ages of 45 – 65, in the late accumulation stage and/or estate preservation stage…

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