Blog

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100

Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

Long-term care (LTC) is a variety of services which help meet both the medical and non-medical needs of people with a chronic illness or dis

The greatest wealth transfer in history will continue to unfold over the next 25 years, as Boomer households pass assets to their children a

At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann