Chris Orestis



Dec 3, 2019
There are many perks that come with graceful aging. Among them are membership organizations that can open up a new world of benefits, government programs to access retirement income and healthcare, and a plethora of senior discounts that become available in many categories across the country.


Oct 16, 2019
Its decision time for the 55 million Americans covered by Medicare, and making the wrong choices during the open enrollment process can prove costly!


Aug 29, 2019
Today’s secondary market provides policy owners with access to a variety of solutions tailor made to address their unique financial needs. Instead of abandoning a policy after years of premium payments, the policy owner can use this illiquid asset to create a lifetime income stream


Jun 17, 2019
The irony of aging is worrying that you won’t die soon enough. Think about it, when people are young their biggest fear is they will die too soon.


May 1, 2019
Planning and informing yourself as far in advance as possible is best, but there are a number of funding options available (public and private) that can help people address a sudden and immediate need for care.


Apr 1, 2019
People with the ability to afford private pay care are typically given preferential access to the best care providers and locations; while those on Medicare and Medicaid are given little choice as to where they can go and will share a room with another person.


Feb 11, 2019
The key to surviving long-term care is for the family to recognize when the time has come, what the various forms of care are, and what are the best financial solutions to take on what can be the most stressful and financially difficult challenge of their lifetime.


Jan 2, 2019
The concept of using life insurance proceeds to fund a tax-free account only to be used for post-retirement health and long-term care costs was created over a decade ago.

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