Long-Term Care Insider's Report

Discover the Crucial Things
Seniors, and Children of
Seniors, Need to Know About
Long-Term Care

Little-Known Strategies That Could Make the Difference
Between Being a Burden on Your Children and Your Ability
to Stay at Home and Select Who Your Caregivers are, Instead
of Having Someone Else Decide for You

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About the Author:<br/>Mark McKell, CPA

About the Author:
Mark McKell, CPA

Mark is the Managing Partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most." McKell Partners is a leader in developing long-term care financial strategies for pre-and-post retirees.

Mark has a B.S. in Accounting from Brigham Young University, Provo, UT. Mark started his career with Ernst & Young, a top-tier public accounting firm. He then served as a corporate financial professional as a financial controller, CFO, and CEO. For nearly 25 years, Mark functions as a personal CFO for pre-and-post retirees helping them make their golden years, truly golden.

Mark has conducted hundreds of public workshops on long term care planning. He has published over 100 educational articles on financial planning topics. He is a “go-to” person at industry conferences training other financial professionals on helping individuals and families experience financial peace.

Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married 40 years, and have four married children including twelve grandchildren.

Here are Just Some of What You'll Discover in Your Free Report

  • What your biggest financial threats can be and how to help overcome them. (Many people don't have a clue and pay a terrible price because of it).

  • The do's and don'ts of long-term care insurance policies. (Get this wrong and it could negatively impact your lifestyle.)

  • What are reverse mortgages? (What are they and why are they utilized?)

  • When to use Medicaid to pay for long-term care. (There can be one major reason to go down this road.)

  • What you need to know about annuity-based long-term care and the Pension Protection Act. (Which could be considered good news with potential tax advantages.)

  • Asset-based long-term care solutions. (Planning on self-funding? You'll want to read this first.)

  • The long-term care strategy using IRA money. (Few people know about this exciting option. Get the report to be in the know.)

  • The vital legal documents you need for long-term care planning. (One of the most important things to set in motion is the legal paperwork.)

  • How to use veterans' benefits to pay for long-term care. (This important benefit is overlooked by many families with veterans or surviving spouses.)