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Plan for the Future with Long-Term Care Insurance

Find out what kind of policy options you have for long-term care insurance and how to strike the right balance with your investment      It’s easy to put off long-term care insurance planning. However, failing to plan now with insurance may mean you’ll be unprepared for the financial and emotional challenges that come when you or a family member needs long-term care.  An estimated 7.7 million Americans need long-term care services and support,...

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How Does Inflation Impact Your Investments?

Rising inflation rates impact prices and purchasing power and may also impact the value of your investments. One concern that may not be on your mind as you’re wealth planning is inflation. But inflation impacts a wide variety of financial considerations, including the investment choices you make.  Inflation is how much the economy increases prices each year for the average cost of goods and services. The inflation rate signifies the rate of...

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5 Insights for Long-Term Investors in the ​Second Half of 2024

As we enter the second half of the year, it’s important for long-term investors to maintain perspective on the major events ​that have driven markets. Despite ongoing economic uncertainty, the stock market has experienced a strong rally as ​investors anticipate the first Fed rate cut and the rally in artificial intelligence stocks continues. During the first six months ​of the year, the S&P 500 gained 15.3% with dividends, the Nasdaq...

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A model house is placed on wood word TAX representing real estate tax planning

Your Guide to Real Estate Tax Planning

Master the complexities of real estate taxation with this essential guide to navigating property taxes. Every property owner or investor has to navigate property taxes in real estate, which is a demanding task. From taxes that fund local services to capital gains taxes on property sales, these obligations can significantly affect financial outcomes. This guide examines the different kinds of real estate taxes and walks through how tax deductions and credits work,...

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