What happened to long-term care insurance?
Once the cornerstone of retirement planning, long-term care (LTC) insurance has quietly slipped out of the spotlight. Over the past two decades, the LTC market has changed dramatically. Rising premiums,… …
What’s moving the markets?
Next round of tariffs: Markets are bracing for President Trump’s “Liberation Day” announcement on April 2nd, when he’s expected to unveil a new round of reciprocal tariffs. With last week’s 25% tariff… …
How to prepare wealthy kids for wealth (without spoiling them)
In affluent households, teaching kids about money comes with unique opportunities and responsibilities. These children often benefit from a distinct set of advantages, like access to high-quality education, financial safety… …
What’s moving the markets?
Consumer confidence: Consumer sentiment fell sharply in February, making its steepest decline in over four years. The drop reflects concerns about inflation, interest rates and economic uncertainty. Since consumer spending… …
How men and women approach estate planning differently
Estate planning is an essential part of the financial planning process. It is your opportunity to choose how your financial and personal wishes are carried out after you’re gone. Your… …
What’s moving the markets?
DeepSeek AI: Investors initially reacted strongly to DeepSeek AI’s recent announcement, leading to significant volatility in AI-focused stocks. In our opinion, this was likely an overreaction to the news. If… …
Using gifts and inheritances to improve your financial wellbeing (without the guilt)
Receiving an inheritance or a significant gift from friends or family is often an emotionally complex experience. On one hand, there’s gratitude for the generosity or legacy passed down to… …
What’s moving the markets?
Central bank policies and economic data: Recent economic data has been mixed, reflecting both strengths and challenges. Inflation has shown signs of moderating, but it remains above central bank targets…. …
What’s moving the markets?
Fed rate cuts offset by rising interest rates: Despite recent interest rate cuts by the Federal Reserve, borrowing costs for consumers and businesses have moved higher in response to market… …
Document checklists for tax filing season
The time has come to start preparing for the upcoming tax season. Whether you file on your own or work with a tax professional, streamline the process by keeping your… …