If circumstances are such that an investor can no longer afford premium payments, the last thing they should do is do away with the contract, according to one expert.
Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare.
Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.
Rule No. 1: Stop being an asset manager and become a plan manager.
Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Clients may not realize the need to combine them
Insurance products that combine life insurance and long-term care benefits are getting their time in the sun among advisers as traditional LTC options shrink.
Shifts in workplace retirement benefits, other factors, making delaying benefits even more valuable.
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Author conducts her own focus group among peers.
Research shows more working years may be just what the doctor ordered
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
Can the new product compete against its variable and indexed annuity cousins?
Here's the key: Thinking through what happens in the event of a divorce, death or breakup.
Snares abound for parents who are eager to take on additional debt in the name of sending their children to their dream school.
A new variation offers an option for saving for disabled children.
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Maine program offers potential model.
