May 13, 2016 Should You Buy Long-Term Care Insurance?
Who needs it?
Approximately 70 percent of Americans turning age 65 can expect to use some form of long-term care at some point during their lives. (Source: The National Clearinghouse for Long-Term Care Information, as of December 2014.) And with life expectancies increasing at a steady rate, this figure can be expected to grow in the years to come.Read more
April 15, 2016 Mortgage Shopping Basics
Whether you’re buying your first home or looking to purchase a vacation home or another property, it’s important to determine how much debt you can comfortably take on and to compare mortgages to find the most appropriate option for your situation. The following tips can help:Read more
April 15, 2016 Understanding Advanced Directives
If you became seriously ill and could no longer communicate your wishes, how would you want to be cared for? Which treatments would you want, and which would you want to avoid? Advance directives allow you to convey your decisions for end-of-life care to family, friends, and health care professionals, helping prevent confusion down the road.Read more
March 14, 2016 Money Personality Quiz
Manning Wealth Management is proud to offer you the following Money Quiz which will allow you to get our take on your "money personality". This exercise is broken up into three parts.Read more
March 14, 2016 Re-Think Social Security
Our partners at Franklin Templeton Investments have published an infographic that lays out why waiting until someone is of "retirement age" to access their social secruity benefits may help them maximize their opportunity.Read more
Dec. 7, 2015 New Bill Affects Social Security Claiming Strategies
As you may know, President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ the file-and-suspend/restricted spousal application strategies.Read more