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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance

How much Disability Income Insurance do you need?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?