Sequence risk: preparing to retire in a down market

"You can't time the market" is an old maxim, but you also might say, "You can't always time retirement." Market losses on the front end of retirement could have an outsize effect on the income you receive from your portfolio.


LTC insurance vs hybrid life insurance

An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care insurance to help cover some of those costs.


Market update

Solid month caps positive quarter for markets. US stock markets saw gains for the month and quarter, but not all stocks did well. Higher interest rates led to some volatility, especially for growth and technology companies.


Fact or fiction?

True or false: Medicare pays for long term care services.

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