Managing Surprises and Sticking to Goals
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
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Legacy & Succession Planning
…to you, and ones you may have never considered. We at REAP are proud to have helped many families and individuals throughout this process. Contact us today for a free…
5 Financial Considerations of Divorce
5 Financial Considerations of Divorce From: REAP, LLC. | Retirement & Estate Advisors & Professionals No one wants to think about examining and dividing their finances, but divorce happens. In…
Are your beneficiaries up to date?
…assets go where you want them to go. Explore Beneficiary Strategies It’s common for spouses to name each other as primary beneficiaries, but married couples (especially those with children from…
Asset-based Protection / LTC
The past is now gone. Welcome to a whole new generation of financial instruments that break free from the traditional long-term care model of insurance. All of us must face…
Mark Levin
…as well as have protected theirs’ or a loved ones’ assets from being wiped out by long term care expenses, feel free to contact me at 847-370-5857 or at mark@secureyourworld.net….
How to shift from saving to spending in retirement
…it comes to health care expenditures. Depending on your situation, it could make sense to invest a portion of your retirement portfolio in long-term care insurance. Plus, there are Social…
Protecting Your Assets with Life Insurance
…they come up. If they don’t, you’ll potentially be able to leave the policy’s full death benefit to your heirs. Creating an irrevocable life insurance trust to cut estate taxes….
3 Ways to Maximize the College Tour Experience
…the coming months, a tour of prospective campuses may be on your agenda. Here are a few strategic tips to help you compare higher education choices and get the most…
Unique Hotels for a Once-in-a-Lifetime Vacation
…Pole and all of its beauty in comfort and style. Go With What Speaks to You Finding a one-of-a-kind stay isn’t as hard as you may imagine; just give some…
