Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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In Part 1: Key Considerations for Long-term Care, we explored some of the data surrounding long-term care (LTC) and the factors that might contribute to greater likelihood of needing care. In this blog, we take...
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Updated October 2025 Whether you’re changing jobs or staying with your current employer, it’s important to review your benefits carefully and make sure they still meet your needs. Review your benefits! Health insurance: Does your employer...
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US economic growth moderates and near-term recession risks recede. U.S. economic growth has slowed to a 2.4% year over year real growth rate through the second quarter as the effects of Fed policy and removal...
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The last several years have certainly tested investors. If we’ve learned anything, it’s to expect the unexpected—pandemics, debt defaults, bank failures. There will often be something on the sidelines waiting to foil the jubilance of...
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Planning for the future, particularly decades ahead, can be challenging when there are more pressing items vying for your time and attention. While you are in your 20’s and 30s, retirement can seem a distant...
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The winding down of the pandemic has brought a flurry of wedding activity. Aside from determining living arrangements, newlyweds often start contemplating the merger of their financial lives following all the wedding festivities. In my...
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The education savings vehicle that keeps getting better! With today’s average cost of a 4-year college education running at $101,210 for a public college and $230,290 for a private college and increasing at 5% per...
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As a young professional, you may think that you don’t need an estate plan. After all, you’re likely young and healthy, and you may not have a lot of assets. For most people, the word...
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While death is inevitable, we are rarely prepared for the grief and sense of loss we experience when a loved one dies. While trying to process the death emotionally, we can be overwhelmed by the...
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