The Truth About Long-Term Care Insurance (and...
Sales of "traditional" long-term care insurance have fallen 92% since 2002. Meanwhile, hybrid policies have surged to over 500,000 s...
Long-Term Care: A 5-Step Process to Determine...
You've heard it before—70% of Americans over 65 will need long-term care. While that number is technically true, it’s also misle...
8 Red Flags You’re About to Get...
Americans lost a record $16 billion to scams in 2024—nearly 40% from investment fraud alone. 🤯 The trend is moving in the wrong...
6 Reasons Why Delaying Social Security Might...
Most experts say the smartest Social Security move is to wait until age 70 to claim. On paper, the logic seems simple—delay claimi...
7 Signs You’re Closer to Retirement Than...
We’ve been told our whole lives that retirement happens at 65—maybe 62 if you’re lucky. But in my experience, that traditional...
Medicare’s Future: Rising Costs, Fewer Perks, and...
Even if you’re not on Medicare right now, chances are someone you love is—and sooner or later, you’ll face those decisions yourse...
Life Insurance Simplified: Smart Strategies for Protecting...
Despite making insurance decisions almost daily, many retirement savers don't truly understand what they’re buying or why they need i...
How to Avoid Retirement’s Biggest Blind Spots...
Retirement is about so much more than money—it's a complete life transition. In this episode, I'm sharing my recent conversation w...
Taylor R. Schulte, CFP®
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.