Life Events

Is Long-Term Care Tax Deductible?

Over their careers, the Johnsons have frugally saved and meticulously invested to achieve their ideal...

Senior woman looking at caregiver.

Breaking Down Long-Term Care Costs: What to Expect and How They’re Changing

Long-term care is one of the largest costs you’re likely to face as you get older. For many, it’s...

Older couple wearing glasses smiling at each other while going over paperwork with an advisor.

Paying for Long-Term Care: What to Expect and How to Prepare

Paying for long-term care often means relying on a combination of personal savings, government benefits,...

Types of Long-Term Care Facilities: How to Find the Right Option

Deciding on long-term care needs can feel overwhelming, especially when you're balancing health needs,...

Older adult man with caregiver smiling.

The Medicare Supplement Birthday Rule Now in More States—Here’s What You Need to Know

If you're enrolled in a Medicare Supplement (also called Medigap) plan, there's some good news for you!...

Mature couple wearing birthday party hats embracing and smiling.

The Overlooked Costs of Retirement What Many People Forget to Plan For

When most people think about retirement planning, they focus on the big-ticket items: housing, food,...

Mature couple sits at kitchen table with an open laptop and papers going over finances.

The Hidden Costs & Concerns of Baby Boomers Supporting Their Adult Children

In recent years, a growing trend has emerged among Baby Boomer parents: lending and giving money to...

Adult son walking holding coffee mug with his father also holding a coffee mug.

How Financial Professionals Help You Navigate Economic Uncertainty

When headlines warn of inflation spikes, market volatility, or a looming recession, it’s easy to feel...

Middle aged couple smile and shake hands with a female financial professional.

Understanding the Difference: Original Medicare vs. Medicare Advantage

Medicare provides healthcare coverage for millions of older Americans, but choosing between Original...

An elderly couple walks on a beach.

What Role Can Alternative Investments Play in a Retirement Portfolio?

If you're nearing retirement or already retired, feeling uneasy about potential market volatility is...

A senior couple riding bikes.