News
Where and How to Invest Your Long-Term-Care "Bucket
10+ mon, 1+ week ago (211+ words) If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind. But the approach can be useful for other savings and investment goals, too, including covering long-term-care costs out of pocket. I wrote…...
Is a Long-Term Care "Hybrid" Policy Right for You?
9+ mon, 4+ week ago (504+ words) The ability to lock in premiums with a lump-sum payment invites complicated questions about opportunity cost. Stand-alone long-term care insurance policies have been waning in popularity, owing to a combination of skyrocketing premiums and difficult claims experiences by consumers. In…...
Sage Park San Antonio Earns Great Place to Work" Certification with Watercrest Senior Living Group
4+ day, 16+ hour ago (197+ words) VERO BEACH, Fla. , June 19, 2026 VERO BEACH, Fla. , June 19, 2026 /PRNewswire/ -- Sage Park San Antonio proudly announces their certification as a Great Place to Work" under the operational management of Watercrest Senior Living Group. Great Place to Work" certification is awarded by…...
I inherited a house. My CPA says I should sell within a year to avoid capital gains. Is he right?
4+ week, 1+ day ago (364+ words) 'We plan to sell it to another family member for the appraised value' We inherited a home. It still has a mortgage outstanding. My accountant says that if we don't sell it within six months to a year, we will…...
Inflation will likely be higher for longer. Your retirement plan isn't built for that.
1+ mon, 1+ week ago (1154+ words) Official CPI masks double-digit spikes in healthcare, insurance and energy. Meanwhile, an outdated strategy quietly drains your portfolio. Every aisle of the supermarket now carries a costly reminder of the Iran war. Why 3. 8% inflation actually feels like an 8% hit to…...
Resideo Announces Pricing of ADI's Offering of Unsecured Senior Notes in Connection with Planned Spin-Off
1+ week, 8+ hour ago (663+ words) Morningstar...
NACL Urges Congress, SEC, and White House to Modernize Retirement Rules for 14. 5 Million Faith-Based and Nonprofit Workers
1+ week, 13+ hour ago (796+ words) CONWAY, Ark. , June 16, 2026 The NACL resolution urges the SEC to use its existing authority to permit eligible 403(b) plans to invest in CITs and calls on Congress to enact any necessary statutory reforms to eliminate remaining legal and regulatory obstacles. The…...
Ask the Analyst: Should I Set an Age-Based Bond Allocation?
1+ week, 18+ hour ago (433+ words) It's not the worst place to start, but it might end up being overly conservative. In this Ask the Analyst series, I'm answering your questions about investing, personal finance, and retirement planning. Today's question: Is Jack Bogle's advice of "age-in-bonds…...
Abich Financial Services Named Best of Loudoun for the Eighth Consecutive Year
1+ week, 19+ hour ago (341+ words) ASHBURN, Va. , June 16, 2026 ASHBURN, Va. , June 16, 2026 /PRNewswire/ -- Abich Financial Services is proud to announce it has been named the #1 Retirement Planning Firm in Loudoun County in the Loudoun Times-Mirror's Best of Loudoun awards for the eighth consecutive year. The annual…...
Mental Health Conditions the Top-Ranking Telehealth Diagnostic Category in Every Age Group in First Quarter 2026
1+ week, 1+ day ago (154+ words) NEW YORK, June 15, 2026 Among the key findings for telehealth in the first quarter of 2026: Overall, overweight and obesity ranked third nationally and in the Midwest and Northeast, and fifth in the South and West. At the national level, overweight and…...