Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

September 7, 2019

Child-in-Care Spousal Benefits, Trusts, Benchmarking – Q&A #1934

This week Jim and Chris answer questions on Child-in-Care Spousal Benefits, types of Trusts and how to protect assets from long-term care costs, and their benchmarking recommendations.

8:30 Chris answers a Virginia listener’s question regarding Social Security Child-in-Care Spousal Benefits.

15:00 A listener asks about types of Trusts and the best way to protect assets from long-term care costs.

31:10 What indicators do the guys recommend for benchmarking and tracking financial status?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.