Blog
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Longevity Preparedness Index (LPI) can help you not only live better, but live longer
November 6, 2025Developed in collaboration with the MIT AgeLab. This framework offers a powerful lens into how Americans are preparing (or need to) for longer, healthier, better lives — not just financially and physically, but across the full spectrum of longevity:…
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Advisors see long-term care as critical piece of retirement planning
October 15, 2025As health care costs rise, more wealth managers are speaking with clients about long term care options. Here’s what they are saying: The unrelenting surge in health care costs is making long-term care a critical piece of retirement planning,…
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This message is for you…
October 8, 2025 -
Long-term care costs can be a ‘huge problem,’ experts say. Here’s why…
May 27, 2025Long-term care costs can be a ‘huge problem,’ experts say. Here’s why Published Sat, May 17 20256:15 AM EDT CNBC Greg Iacurci@GregIacurci Key Points About 1 in 7 Americans will spend at least $100,000 out of pocket for long-term…
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How to think about Long Term Care planning…
April 28, 2025 -
How to think about Long Term Care planning…
November 12, 2024 -
Its Long Term Care Awareness month – here’s a great primer on the need to plan for care
November 1, 2024 -
Three Ways to Prepare for Long-Term Care Expenses in Retirement
August 29, 2024It’s likely that most of us will need some kind of long-term care as we age, so it’d be a good idea to start planning for those expenses now. (Image credit: Getty Images) By Tony Drake, CFP®, Investment Advisor Representative…
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Lucky numbers in a fortune cookie can’t predict your protection needs. Don’t leave it to chance. Have a strategy.
August 10, 2024 -
A PUBLIC LONG-TERM CARE INSURANCE PROGRAM?
January 24, 2024By Louis H. Brownstone The California Legislature and Governor Newsom recently proposed establishing a statewide public long-term care insurance program. The central goals are to aid our citizens as they age and become sick and to reduce the billions…
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