This article was originally published in October of 2018, following a particularly bad day in the stock market. We now update it on a regular basis to stay up to date, but you can find the historical information below.

In working through the retirement and financial planning process with clients, we typically get a number of questions about long-term care insurance.

With 2022 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purpose, the following are a few reminders of what you may need to review before ringing in the New Year.

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With war and geopolitical conflict, prolonged declines in securities prices, federal interest rate hikes, and negative sentiment from investors, the stock market experienced a “bear market” in mid-2022. A bear market can typically be defined as a decline of 20% or more in prices for at least two...

Whether it’s working with new clients to build out a holistic financial plan or tweaking a current client’s overall strategy, we consistently get questions about employer-sponsored 401(k) investments and how they factor into retirement planning.