Your Longevity Crisis

What Seniors and Their Children Should Do to Protect Family Wealth and Achieve Financial Peace

Many Americans are making urgent decisions regarding Social Security elections, investment management, and retirement income without a clear long-term care roadmap.

The prospect of exhausting their resources for care is causing emotional turmoil. But what is the solution to avoid going broke to pay for long-term care? Your Longevity Crisis provides clear and compassionate advice for those who are at this moment challenged by the high cost of care or who want to plan ahead.

Practical advice includes:

Putting sound financial planning practices in place
Understanding the shocking costs of various types of care-today and in the future
Assessing what government programs do or do not offer
Evaluating financial tools and the best LTC insurance options
Protecting family wealth through strategic asset repositioning
Applying the recent Pension Protection Act to garner tax-free care benefits
Working with professionals to develop a long-term care plan

Whether you're nearing retirement, caring for an aging parent, or helping a spouse manage health challenges, this book equips you with the clarity and confidence to make good financial decisions.


Here's Just Some of What You'll Discover...

CHAPTER 4

Charting a Course to a Secure Financial Future

Discover the steps you can take to ensure that your golden years are truly golden.

CHAPTER 5

Think of Your Financial Life Like a Chessboard

One move on a chessboard changes everything -- your financial life is no different!

CHAPTER 9

Being Self-Insured vs. Shared Risk

Why a shared risk strategy may be the key to ensuring that your home and your hard-earned savings are protected from a chronic health issue.

CHAPTER 14

Tax Benefits for Asset-Based Long-Term Care Strategies

Discover why the "Pension Protection Act" may be the key to unlocking tax-free money if you or your spouse should ever need long-term care.

About the Author

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

Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also 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 comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.

Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to 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 for more than forty years and have four married children and twelve grandchildren.

Mark E. McKell, CPA

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