Personalized Protection for Every Stage of Life
At Safe Money Strategies, we understand that your insurance needs are as unique as you are. We’re here to build a lasting relationship as your trusted insurance advisor.
Assistance with medical or personal needs over an extended amount of time.
Long-term care insurance provides benefits that may cover the basic needs or activities of daily living while providing a choice of remaining in your own home or having a say in where you will receive care. This kind of coverage can help protect your assets from being depleted and allow you to avoid putting both financial and caregiver pressure on family members.
Understanding The Life Income Plan
Participants in a life income plan transfer assets into a managed pool of funds. The pool of funds pays out to retired contributors in the form of a lifetime guaranteed income.
In many ways, life income plans are similar to charitable remainder trusts. That is, they provide periodic income dispersals to beneficiaries for a specified period, after which the remainder of the fund is donated to a designated beneficiary, usually a charity.
Expert Life Insurance Services
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Life insurance provides essential financial protection for your loved ones. At Safe Money Strategies, we help Cincinnati residents understand their options and select coverage that aligns with their goals and budget.
Disability/ crucial financial protection that many overlook.
While health insurance covers medical expenses, disability insurance replaces your income if you’re unable to work due to illness or injury.
With statistics showing that one in four workers will experience a disability before retirement age, this coverage becomes essential for maintaining your lifestyle and meeting financial obligations during recovery.
Expert Medicare & Supplemental Solutions
Strategic guidance for Cincinnati seniors navigating Medicaid eligibility requirements and application processes for long-term care coverage.
Transitioning to Medicare and managing healthcare costs during retirement requires specialized knowledge and careful planning.
About the Section 125 (or Cafeteria) Plan
Numerous employers across the U.S. set up and use various types of employee benefits plans allowed by the Internal Revenue Service (IRS). One of these plans, the Section 125 (or cafeteria) plan, has been in existence since 1978.1 It offers some interesting Tax advantages.
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