@clbradfish LTC option? I’ve seen hybrid policies that from to outside seem like a decent idea. But the better option is probably letting that money grow over time in low cost ETFs.
@JonLuskin Seems like it delivered as promised for me, Tracked the gains of the index last year and had about $42k capital losses to help unwind highly concentrated position.
@buccocapital Meh. Somewhat true. People will still lean on personal advice from advisors. At the end of the day, the person has to pull the trigger to execute on the advice they get from AI.When shit hits the fan, people want to point the finger at someone. Question comes down to liability.
@AccountingAsArt Oh spare me. Crying about a 1099 that holds all the info that you simply scan into your tax software. You are literally copying data from a document generated by the custodian. Do better Mary!