Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Uneven recognition of same-sex marriage will make for a complicated tax year
A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.
Don't celebrate just yet: financial planning pitfalls still abound
Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance
Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.
Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?
Pension expert Mitchell calls program "best deal going."
Advisers can choose joint life options for Jackson's LifeGuard Freedom Flex line.
Tax-advantaged investing gaining traction among advisers, helps push product.
Markets on the upswing, low rates and risk management front and center for insurers.
After strong first quarter, insurer trims income benefit payouts, seeks to 'tamp down' sales.
China's economic reform blueprint stokes markets. Plus: Strategies for early retirement, how Tim Geithner is getting really rich, the bleeding edge of biotech, and women flood the U.S. labor market. Expertly curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
ACLI chief calls N.Y. superintendent's comments 'inaccurate' and 'irresponsible.'
Universal life policies sold in the '80s and '90s are at risk of lapsing, causing problems for clients and advisers.
Preparedness may mean staying on the job, but burned-out clients need an incentive.
