New Final Medicare Marketing Rules Curb Event-Based Marketing
What You Need to Know The new final rules would have a direct effect on marketers of Medicare Advantage and...
life insurance
What to do if you can’t afford life insurance right now
We get it. Between inflation, a possible recession on the horizon, and a host of other demands on your time...
9 Ways to Help Clients Reduce Taxes on Social Security
What You Need to Know Many of your clients will find their Social Security benefits are subject to taxes. There...
What’s “Dead Peasant” Insurance? [Updated for 2023]
Over 100 years ago, the point of COLI was so the ruling class of Russia could “buy” dead feudal serfs...
Robinhood Hit With $10M Fine Over Platform Outages
The North American Securities Administrators Association (NASAA) said Thursday that Robinhood Financial will pay up to $10.2 million in penalties...
S&P 500 Could Crash to 2,000: Grantham
The S&P 500 could plummet to roughly half its current level as the “everything bubble” collapses and sends the economy...
SALT Tax Break Gets Fresh Push From Republicans
What You Need to Know Congressional talks about state and local tax deductions are ongoing as taxpayers file their fifth...
17 Worst-Paying College Majors: 2023
Start Slideshow The last couple of years has been a job-seeker’s market, with the unemployment rate for recent college graduates...
Reg D Changes Are a Bad Idea: SEC Roundup
Welcome to SEC Roundup, a bimonthly video series by former Securities and Exchange Commission senior trial counsels Nick Morgan and Tom...
Morgan Stanley's 1GT Invests in AI-Focused Analytics Startup: Tech Roundup
What You Need to Know Morgan Stanley Investment Management's 1GT climate private equity strategy co-led a $50 million Series B...
