Why 2023 Is a Good Time to Reduce Future Estate Taxes
While no federal tax legislation will likely be enacted this year, “there are a variety of methods” advisors can use...
life insurance
AXA-Backed Startup Acquires Commercial Travelers Life
What You Need to Know National Guardian Life was using Commercial Travelers Life to write student health insurance, dental health...
'Scared the Hell Out of Me': NYSE's Wild Start Rattles Wall Street
What You Need to Know Wells Fargo appeared to have crashed 15% when the market opened; Walmart looked like it...
Health Insurance Giant to Acquire Louisiana Blue
What You Need to Know Elevance has 47 million health plan enrollees. Louisiana Blue has 1.9 million enrollees. One thing...
FINRA Enforcement Head to Step Down
“From her first days as an Enforcement Attorney through her leadership as Executive Vice President, Jessica has contributed immensely to...
Michael Kitces: 8 Ways Planners Can Earn More Income in Less Time
1.Choose a specialization. Echoing comments he made in a recent webinar on scaling advisory practices, Kitces said that, regardless of...
'Boomerang' Children Don't Derail Parents' Retirement: New Study
Do Boomerang Kids Harm Parents’ Finances? While parents’ spending tends to decline and their savings levels tend to marginally increase...
Medicaid Program Managers Will Be Robocalling
What You Need to Know Rule changes could cause 16 million Medicaid enrollees to lose their coverage starting this spring....
How Secure 2.0 Is Shaping Advice to Clients: Advisors' Advice
There are two prominent areas of advice to clients where Secure Act 2.0 is and will have an impact. First,...
Life Insurance with High Cholesterol
Can you Get Mortgage Protection with High Cholesterol? Raised cholesterol and high blood pressure/hypertension are the two health issues...
