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Search
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ESG
ETFs
Fixed Income
Retirement Plans
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Caregiving
Health
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Estate Planning
Giving
Insurance
Annuities
Medicare/Social Security
LTC
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Commonwealth Financial Network
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LTC
Washington State’s LTC Program May Get Nixed
In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
AI Creator Aims to Spare Families LTC Nightmare
Prudential is piloting her platform which predicts clients’ future long-term care needs and costs and evaluates funding options.
When Aging in Place is No Longer an Option
Choosing a long-term-care facility is one of the toughest decisions families may need to make. You can help. (By Desiree Fisher)
Can Medicaid Take a Healthy Spouse Hostage?
Selling the family home may not be an option if the sick spouse requires long-term care — unless the couple plans correctly. (By Cathy Sikorski)
‘Financial Ruin Is Baked Into the System’: Readers on the Costs of Long-Term Care
In more than 4,200 comments, readers shared their struggles in caring for spouses, older parents, and grandparents.
Difficult Choices for Some Long-Term Care Policyholders
Thousands of long-term-care insurance customers are being offered a tough choice that's going to cost them no matter which they choose.
Desperate Families Search for Affordable Home Care
Most home care agencies nationwide are for-profit. Hourly charges average $27 and Medicare doesn't cover long-term care.
Why Long-Term-Care Insurance Falls Short for So Many
Gaps in coverage and soaring premiums require many children to open their wallets and homes to parents who've paid for policies for decades.
Long-Term-Care Options: What Works?
There are a lot of moving parts that you can help sort out for your clients and their families. (By Desiree Fisher)
Biden Administration Proposes New Standards to Boost Nursing Home Staffing
At least one registered nurse would have to be on duty at all times under the proposed plan, up from only eight consecutive hours per day now.
Latest News
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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.