Blog
The Chalkboard
Let’s learn.
LTC: 11 Questions to Ask
Who would provide care if you needed help with daily activities?
Would you (or your spouse) feel comfortable relying on family for hands-on care?
How might caregiving responsibilities impact…
Not “Use it or lose it” LTC
70% of retirees will need long-term care, yet costs crush unprepared families ($100k+/year for nursing homes).
Who It’s For
✅ Ages 55-70 seeking safe growth + LTC coverage
✅ Those wary of…
Smart Social Security Strategies
Social Security provides a critical foundation for retirement, but many Americans leave thousands on the table 🏦 by claiming too early or missing key rules. With thoughtful planning, you can…
I’ll Make My Own Pension
Who It’s For
Retirees wanting stable income + growth potential
Investors who’ve maxed out 401(k)/IRA options
Those nervous about…
I’m excited for us to chalk out your plan!
Jay Kadlec
📞 (865) 465-9811
📥 jay@chalkmoney.com