Secure Act 2.0 Included in $1.7T Spending Bill
Secure Act 2.0 retirement provisions are part of the $1.7 trillion 2023 omnibus appropriations bill that was released early Tuesday morning...
life insurance
Rep. Neal Highlights 2 Important Parts of 'Historic' Secure 2.0 Act
“Automatic enrollment is essential, largely because if younger employees are given an option typically they would prefer the money in...
9 Factors That Drive Annuity Purchase Decisions
Start Slideshow A new analysis published by LIMRA shows the reasons why investors choose to purchase annuities vary widely, and...
Will Your Client's Medicaid Trust Survive the Move to Florida?
The second option is to transfer ownership of the home into an irrevocable trust for the client’s own benefit. Again,...
How to set yearlong fitness goals
There is a fundamental problem with New Year’s resolutions: People often don’t keep them for more than a few months...
The 5 Worst Advisor Crime Cases of 2022
1. RIA Employee Charged With Murder, Could Get Death Penalty Ramy Hany Mounir Fahim, an employee at LPL Network RIA...
How to Invest a Year-End Bonus
What You Need to Know Year-end bonuses provide an opportunity for clients to invest, pay down debt or use the...
Private Jet Costs, Sketchy Deductions Among Red Flags in Trump Taxes
Dozens of audit triggers litter Donald Trump’s tax returns, according to Congress’s top non-partisan tax lawyers: questionable private jet expenses,...
The Top-Performing Stock Funds of 2022
Start Slideshow In 2022, only five out of 548 U.S. stock funds covered by Morningstar analysts posted positive returns. That...
Canada's young investors are doing it their way, and it's risky
This trend has been growing over the past four years and 25-34-year-olds are also more likely to go down this...
