In Long-Term Care Planning, Traditions Matter
By Oscar MorenoA Hispanic American advisor looks at how to create a bridge between tradition and personal finance.
August 20, 2024
More Annuity Owners Are Buying Their Contracts From IssuersMany see using the products as a way to provide a death benefit or to pay for long-term care.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 15, 2024
Long-Term Care Costs Emerge as a Top Issue for Older AmericansThe results show what election candidates courting voters over 50 should talk about, researchers say.
August 12, 2024
House Bill Could Create an Unlimited LTCI Premium DeductionTo fund this tax reform, the bill would repeal some tax incentives tied to less polluting, more efficient energy use.
August 07, 2024
A Third of Older Americans Face This Health Threat. Advisors Can Help.Advisors can use a vast array of strategies to help clients prepare for the possibility of dementia.
August 02, 2024
Lincoln Financial Posts Surprising Annuity Sales FiguresPricing throughout the annuity sector appears to be "largely rational," CEO Ellen Cooper says.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.