Looking for advice about whole life insurance
Last year, I switched to a new financial advisor. So far he has been fantastic. He meets with me frequently,...
life insurance
Why M&A Activity for RIAs Should Be Strong in 2023
Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it...
Here's What Could Tip Us Into the Next Financial Crisis
What You Need to Know This problem has led to 43 banking and financial crises in six nations over the...
Groups Move to Support Advisor in Annuity Switching Case
What You Need to Know An advisor was charged by the SEC in March with defrauding clients as part of...
Debate: Should the DOL Revert to the 2016 Fiduciary Standard?
After the Department of Labor’s 2016 fiduciary rule and best interest contract exemption were vacated, the standard reverted back to the...
Opportunity Zone Investments or a 1031 Rollover?
The gain is deferred until the replacement property is sold. Often, taxpayers who engage in 1031 exchanges continue to defer...
Mystery policy
My mother passed away earlier this year (she was 81). There was no will nor major assets to speak of,...
What makes people lapse on life insurance payments?
We all know the reasons you should consider getting life insurance: If you have people who depend on you financially,...
IRS Extends Deadline for Catch-Up Contributions in New Secure 2.0 Guidance
What You Need to Know Catch-up contributions made by wealthy 401(k) participants must be designated as after-tax Roth contributions by...
What Are the Worst Annuities?
What You Need to Know Some advisors love variable annuities. Some like single-premium immediate annuities. The author has a different...
