Ideas by Mike™

Ideas by Mike™


This is Long Term Care Planning (Ep. 8)

September 12, 2024

Did you know that over 70% of people aged 65 and older will need some form of long-term care services in their lifetime? 


This week, Mike Milligan, CFP®, dives into the world of long-term care planning, highlighting the difference it can make in our lives. 


Follow along to explore HALO, an innovative tool designed to simplify and enhance the planning process. Learn about its features, benefits, and practical applications so that you are empowered with the knowledge you need to secure a better future for yourself and your loved ones (all this from a financial planner and professor’s point of view!)


Mike discusses: 



  • Mike’s motivation and approach to long-term care planning
  • How long-term care planning fits into his one-of-a-kind financial plan model
  • HALO and its unique benefits, such as combining research to provide a personalized life and health expectancy analysis
  • Real-life implications of planning for long-term care and health expectancy
  • And more!

Resources:



Connect with Mike Milligan, CFP®: