Financial Planning

Welcome to the "Ask the Experts," Financial Planningsection, where you will find a series of Q&A videos that highlight frequently asked questions as it pertains to your finances and retirement income for your golden years.

Here we will provide Q&A's as it pertains to what the costs are for retirement and what is sustainable. How to navigate Medicare. What is Long Term Care Insurance. What does it cost for Long Term Care, and so much more.

 

If you don't see a Q&A for what you're looking for, no problem.  Email your question to: compassandclockmc@gmail.com and we'll get that Q&A

"Ask the Expert," video created & uploaded to the website.

MEDICARE & INSURANCE SPECIALISTS

Having a lot of options is good, but making a choice can become overwhelming. With over 30 Part D Prescription Drug Plans and nearly 50 Medicare Health Plans available in the WestSound Region alone, many people find themselves not knowing where to begin. 

What are the Different Medicare Plans

https://youtu.be/0qgClPLhB5Y

REVERSE MORTGAGES

A reverse mortgage is a mortgage loan, usually secured by a residential property, that enables the borrower to access the unencumbered value of the property. The loans are typically promoted to homeowners 62 and older, and typically do not require monthly mortgage payments.

What is a Reverse Mortgage?

This Ask the Experts video is provided by Rebecca Rainsberger of American Advisors Group (AAG), 253-509-2340

https://youtu.be/Y6LeDoc7D_4

Fact vs. Fiction. Debunking the Myths of Reverse Mortgages

This Ask the Experts video is provided by Rebecca Rainsberger of American Advisors Group (AAG), 253-509-2340

https://youtu.be/-S-L9Q8i0H4

Understanding the Loan Process

This Ask the Experts video is provided by Rebecca Rainsberger of American Advisors Group (AAG), 253-509-2340

https://youtu.be/QjNalGw-bDE