The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
As large long-term-care insurance sellers like John Hancock and Genworth both pursue rate hikes, one analyst says advisers should brace themselves for even more to come.
Spark Institute proposes uniform rule based on where couples were married
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.
Fewer than 700 actions taken but agency collected a record $3.4 billion.
Finra is considering raising the fees related to pursuing an arbitration claim against a brokerage firm in order to increase the pay for people who hear the cases.
Advisers should only create a blog if they have something unique to say, coach suggests.
Think of your social-media strategy as a human body: the blog is the torso and the networks and sites you use are the appendages. Social-media maven Josh Brown offers insights that will save you time and make you money.
Dig deep to figure out the reason behind pursuing a web strategy.
Employees alleged the paper distributor breached its fiduciary duty.
Regulator working on dual tracks but specifics and timing remain uncertain
Earnings in months leading up to retirement date can be ignored.
Hefty prices for e-mail storage have slammed small brokerages, which say their data is being held hostage by vendors taking advantage of regulatory requirements.
