Personal Finance

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.

How Tariffs Could Impact the 2025 Holiday Season—and How to Navigate Them

Tariffs—taxes placed on imported goods—are shaping this year’s holiday shopping season. Here’s...

A grandmother hugs her granddaughter at a Christmas celebration at home. A Christmas tree with gifts is lit up in the background.

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,...

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.

Does Medicaid Cover Long-Term Care?

No matter how healthy and active you are today, the reality is that seven out of ten people who reach...

Senior couple receiving long-term care.

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.

5 Things to Know About the Big Beautiful Bill for Seniors

The One Big Beautiful Bill Act (OBBBA) became law on July 4, 2025. It restructures taxes, adjusts...

Senior couple laughing over coffee.

What Is Market Manipulation? How It Works and Why It Matters to Investors

In today’s fast-paced financial world, the stock market can sometimes feel like a rollercoaster, but...

Display of Stock market quotes with city scene reflect on glass.