Category: Life Insurance

[ad_1] Start Slideshow A new report published by the American Accounting Association examines whether people who rely on tax-deferred accounts to save for retirement...

[ad_1] Long-term care insurance can offer many benefits if you end up needing it in the future. For example, long-term care insurance can cover...

[ad_1] What You Need to Know The lawsuit claims that the financial services company induced three advisors to take clients upon departing. Assets under...

[ad_1] Additionally, it is an advisor’s responsibility to immediately connect with a client’s spouse or designated “trusted contact” upon observing signs of declining mental...

[ad_1] What You Need to Know A good first step is to assess clients’ likely tax situations and what, if anything, will be different...

[ad_1] Many American retirees say they experience increased happiness after leaving the workforce, but 33% do not feel happier in retirement. And half of...

[ad_1] CFP Board has been asked whether the rule (a) will negatively impact access to advice for moderate income households, (b) is unnecessary because...

[ad_1] “The paradox that worries me here for the U.S. market is that we start from a Shiller P/E and corporate profit margins that...

[ad_1] This is the latest in a new series of columns about portfolio strategies, planning and asset management. Vanguard CEO Tim Buckley’s surprise decision to...

[ad_1] What You Need to Know Female same-sex couples have a much higher likelihood than others of at least one spouse spending 30 or...

[ad_1] What You Need to Know Insureds who seem likely to die within two years pay no federal income taxes on life policy sale...

[ad_1] Arbitration moves faster than regular litigation; most cases — not all, but most — are in hearing within one year. As a FINRA arbitrator,...

[ad_1] Byrnes: Allowing Roth employer-matching contributions for partially vested participants would only serve to further complicate an already complicated system. Employers would be required...

[ad_1] As a partner for DGIM Law and an adjunct professor for the University of Miami School of Law, Monique Hayes is known as...

[ad_1] Financial advisors are not immune from sticky, tricky etiquette dilemmas. Now comes “Mind Your Manners: How to Be Your Best Self in Any...

[ad_1] What You Need to Know Most life settlement clients want to sell the whole policy. Some may be able to sell just part...

[ad_1] What You Need to Know Nine senators joined Elizabeth Warren of Massachusetts in a public letter to the administration. The group says the...

[ad_1] What You Need to Know People who earn a lot become accustomed to spending a lot. Creating a holistic financial plan for the...

[ad_1] What You Need to Know Meanwhile, the Justice Department is investigating whether the bank, now owned by UBS, helped Americans hide assets from...

[ad_1] What You Need to Know The LockBit attack affected only the life operations, not the mutual fund business. The attack did not affect...