Insights

 

3 min read

Do You Need Long Term Care Insurance?

Right now, a 65-year-old has a 70 percent chance of needing long term care at some point in the future. Twenty percent of today’s 65-year-olds will need long term care for more than five years. This kind of care is critical to an individual’s...

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2 min read

3 Essential Tips for Planning for Future Care Needs with a Disability

Living with a disability usually comes with a need for special care. So, it’s important that adults...

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3 min read

How Do I Know If My Retirement Savings Are on Track?

Planning for retirement involves a lot more guessing than some people may be comfortable with....

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3 min read

HSA: An Unknown Savings Spot For Young People

Young Americans know plenty about topics that their parents don’t understand (Tik-Tok, anyone?),...

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3 min read

Are You Thinking About Your Federal Tax Return Yet?

There are some things you can afford to think about just once a year. Your routine physical. Your...

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3 min read

Three Important Estate Planning Documents for 18-Year-Olds

At 18, a young adult might own little more than the contents of their bedroom. So estate planning...

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3 min read

Six Common Myths That Discourage People From Investing

If everything you know about investing comes from viewing “The Big Short” or “Wall Street,” wading...

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3 min read

Caring for Your Aging Parents

You can quit a volunteer commitment or drop an intensive hobby if it takes up too much time and...

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5 min read

Video: SECURE Act and CARES Act Provisions to Help Plan for Retirement

Joe Sachetta discusses some recent legislation that might help people plan for retirement....

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2 min read

Video: Financial Advice for Young Professionals During COVID-19

Sachetta Callahan financial advisor, Eric Sachetta, shares three ideas for young professionals...

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