FPA Joins New Coalition to Back 529 Plan Bill
The Financial Planning Association said Monday that it has joined a new coalition to push for passage of the Freedom to Invest...
life insurance
Schwab Launches 3 Bond Ladder Strategies
Schwab Asset Management is launching three short-duration U.S. Treasury bond ladder strategies managed by its Wasmer Schroeder Strategies team. The...
Permanent Life Insurance and a Volatile Market
What You Need to Know Stocks are doing well. That could change. Annuities zig when stocks zag. So do permanent...
Stocks Set for New Highs: Jeremy Siegel
While Siegel previously was concerned the Fed was looking only at lagged economic data, “I think now the Fed gets...
How much is enough?
Trying to settle on a life insurance policy for me (31M) and my wife (30F). Thinking about a 30 year,...
12 Best States for Retirement: 2023
Start Slideshow There’s a common narrative that retirees leave colder or high-cost states for traditional retirement destinations with warmer weather,...
7 Top Giving Trends Among UHNW Families
Start Slideshow More than half of Americans plan to make philanthropic gifts in 2023 that match their charitable contributions from 2022,...
Social Security's Improper Payment Exchange Is Overdue, Lawmakers Say
In FY 2021, Supplemental Security Insurance (SSI) made more than $4 billion in overpayments, the lawmakers state. “As you are...
Unclaimed Life Insurance Property: Promises to Keep
What You Need to Know U.S. life insurers paid $100 billion to policy beneficiaries in 2021. Some beneficiaries had no...
American National Seeks to Void a Life Insurance Policy Over Alleged Fraud
What You Need to Know American National says the defendant intentionally bought the policy without having an insurable interest in...
