How to pay for long-term care

Many of us don’t think about long-term care until a medical event or diagnosis brings it to the forefront. Some 70% of adults will need some form of long-term care as they age, and traditional forms of insurance (including Medicare) may not cover the expense. Whether you’re planning for yourself or acting as caregiver for […]

Monthly Market Update – November 2024

Inflation and jobs Inflation continued its slow and challenging decline in October, showing only modest changes from recent months(1). The consumer price index (CPI) rose 0.2% from September and 2.6% over the past year, marking the first rise in the inflation rate since March(1). Core inflation, which excludes food and energy, rose 0.3% for the […]

Protect your loved ones: A checklist

It’s never fun to think about the worst-case scenarios. However, putting off tough conversations can lead to headaches, or even heartbreak, for your family in a crisis. This checklist can help you go through some of the big-picture questions involved in creating an estate plan. Our goal is to help you think through these decisions […]