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Understanding Long-Term Care

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

The Limitations of Medicare and Medicaid

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

Revising Estate Strategy Assumptions

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

Investing with Your Heart

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

The Investment Risk No One’s Ever Heard Of

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

All Muni Bonds Are Not Created Equal

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

TIPS for Inflation

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

Choosing a Retirement Plan that Fits Your Business

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?

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

Benefits of Annuities During a Recession.

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

The Tax Risk of Inheriting IRA Assets

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

Worried About Taxes Increasing? Here's a Solution.

Did you know it’s possible to retire in the zero percent tax bracket? You might be thinking, it’s too good to be true. But as long as you kn