CFP Board Launches 'Wealth Is Women's Work' Scholarship Program
The Certified Financial Planner Board of Standards announced this week the launch of a new scholarship program meant to significantly defray the...
life insurance
New House GOP Budget Includes Fiscal Commission to Mull Social Security Cuts
Section 414 of the budget states that the United States “faces a significant debt crisis, with the national debt currently...
What is Reviewable Income Protection?
Have you ever seen a TV show or movie where a desperate character takes a loan from a shady one?...
North Carolina Primary Voters Pick Insurance Commissioner Nominees
What You Need to Know Eleven states elect their insurance commissioners. Five of them are voting on their commissioners this...
SEC Scales Back New Pollution-Disclosure Rules
What You Need to Know Under the final rules, publicly traded companies would have to disclose actual or potential material...
On 529-to-Roth Rollovers, Advisors Await IRS Answers, With a Shrug
If the IRS guidance “is favorable to it, we’ll probably see more clients intentionally overfunding 529 accounts or targeting closer...
U.S. Tells Health Insurers to Relax Rules After Hack Cripples Approvals Network
Many health plans, particularly private versions of Medicare and Medicaid, require permission in advance for certain procedures, hospital admissions or...
FSI Asks Court to Strike Down DOL Independent Contractor Rule
The Financial Services Institute and its coalition partners filed an amended complaint Tuesday against the Labor Department’s new independent contrator...
Think the Wealthy Can't Overspend? Think Again.
What You Need to Know People who earn a lot become accustomed to spending a lot. Creating a holistic financial...
Ex-Credit Suisse Clients Face Grand Jury Probes Over Taxes
What You Need to Know Meanwhile, the Justice Department is investigating whether the bank, now owned by UBS, helped Americans...
