About That 5-Year Gender Longevity Gap
What You Need to Know The gender life expectancy gap may be five years at birth, but it's a different...
life insurance
SEC Smites Pastor of Fake Church Over Ponzi Scheme
What You Need to Know David Lee Parrish was one of two pastors charged with running a $33 million Ponzi...
FPA Board Names President-Elect for 2023
The Financial Planning Association’s Board of Directors elected Claudia Cypher Kane, a certified financial planner, to serve as the 2023...
Don't Let a Simple Mistake Foil Your Client's QCD Plans
What You Need to Know Qualified charitable distributions can be a valuable way to reduce taxes for charitably minded clients....
4 Facts You Probably Haven't Considered About Inflation Data
2. The CEX and CPI data differ in several important ways. The price data underlying the new CRR analysis comes...
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now
What You Need to Know Over 95 years, stocks averaged 41% cumulative 3-year returns after dropping 20% or more. It's...
U.S. Averts Government Shutdown as House Passes Short-Term Funding Bill
The U.S. government narrowly averted a midnight shutdown of most federal agencies when the House passed a short-term spending bill...
The Value of Annuities in Retirement Planning: Jim Wagner
Jim Wagner wants to stick to the annuity basics: helping more real people get more real retirement income protection. Wagner...
Fidelity Exec Expects Medicare Issuers to Keep Emergency Benefits in Place
The annual enrollment period for Medicare Advantage and Medicare Part D prescription drug plans, when Medicare enrollees can sign up...
Schwab's Sonders Sees Opportunity in the 'Bear Market for Everything'
What You Need to Know Schwab currently seeks quality characteristics in stocks rather than specific sectors. Fed soft landing with...
