Investment Savings and Long Term Care


“Someone can have great asset management but spend hundreds of thousands of dollars on Long Term Care that could destroy any good plan.”


Here Are Some Links to Articles, Brochures, and Video on Long-Term Care:


  1. Planning Tools for Long-Term Care to help answer your questions and help get you started.

  2. Long-Term Care California Partnership Consumer Site has agent tools, resources, and consumer information.

  3. The New York Times: "Getting Insurance For One's Frailest Years" article shares the writer's experience of caring for a loved one financially whose health insurance was not helping them. The writer is an ordinary person who has questions and is skeptical about long-term care insurance. She sought out experts in long-term care and asked them questions. Check out this article and hopefully your concerns and questions are answered.

  4. Please take 10 minutes to watch the Long-Term Care California Partnership video. 



  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,827.64 +0.21%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.