Making the best of long-term care

There is nothing that can deplete retirement funds more than extensive health care and long-term care costs. During client review meetings, we believe incorporating a discussion regarding long-term care insurance is an important facet of a holistic financial plan. At some point in our lives we have either experienced personally…

In the news: What to know about TIAA investments

An article by reporter Gretchen Morgenson published in the New York Times recently detailed whistleblowing at the Teachers Insurance and Annuity Association (TIAA). The retirement plan company is under fire for exerting pressure on employees and advisors to direct investors into higher fee generating accounts. TIAA, a once non-profit, switched their business model a…