Trump’s Fed Chair Pick: What Kevin Warsh’s Nomination Means for California Families, Estates, and Long-Term Planning

Trump’s Fed Chair Pick: What Kevin Warsh’s Nomination Means for California Families, Estates, and Long-Term Planning

Source: Bloomberg – Here’s What You Need To Know About Trump’s Fed Chair Who This Article Is For If you’re a California resident managing real estate, trust assets, business interests, or long-term... Read more »
NASA Astronaut Suni Williams Retires After Historic 27-Year Career: What California Families Can Learn About Long-Term Planning and Adaptability

NASA Astronaut Suni Williams Retires After Historic 27-Year Career: What California Families Can Learn About Long-Term Planning and Adaptability

For California residents managing complex family dynamics and long-term asset protection strategies, NASA astronaut Suni Williams’ recent retirement offers a powerful lesson in adaptability and long-term planning under uncertain circumstances. Who This... Read more »
Phil Collins’ Health Battle: What California Families Should Know About Healthcare Planning and Long-Term Care Management

Phil Collins’ Health Battle: What California Families Should Know About Healthcare Planning and Long-Term Care Management

For California residents concerned about protecting their loved ones when serious health challenges arise Music legend Phil Collins’ recent revelations about his declining health and need for 24-hour nursing care spotlight a... Read more »
How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

If you or a loved one may need nursing home care or assisted living in California, understanding the new Medi-Cal asset transfer rules is critical to protecting your family’s financial security. The... Read more »
Long-term care must be expanded to support aging in place

Long-term care must be expanded to support aging in place

A recent study authored by researchers at Johns Hopkins University’s Bloomberg School of Public Health suggests that the integration of health, social services and community-based support systems must be improved to better... Read more »
Reverse mortgages can help with long-term care, but knowledge is key

Reverse mortgages can help with long-term care, but knowledge is key

A reverse mortgage may be a viable financial instrument to help pay for older Americans’ long-term care priorities, but they — and their implications on entitlement eligibility — need to be fully... Read more »
Reverse mortgages can help with long-term care, but knowledge is key

Reverse mortgages could be a long-term care option: Kiplinger

Among the numerous issues that retirement preparation can present to those near the end of their careers, long-term care (LTC) provides an increasingly common discussion point. One potential product that could assist... Read more »
Reverse mortgages can help with long-term care, but knowledge is key

Home equity could make a difference for long-term care funding (but there’s a catch)

As the U.S. population grows older with each passing year, looking for new and novel ways to fund long-term care for the aging population could include home equity. A reverse mortgage can... Read more »
Optimal Blue’s Scott Smith talks long-term goals, competition in mortgage tech

Optimal Blue’s Scott Smith talks long-term goals, competition in mortgage tech

Optimal Blue — a provider of secondary market solutions and actionable data services — plans to solidify its position as an end-to-end solution from pricing a loan to hedging, trading and selling... Read more »