Ed Slott: Yes, IRA Rollovers Are Advice Under New DOL Fiduciary Rule
What You Need to Know That means advisors must know the tax rules for each rollover option, the IRA expert...
sr22
Medicare Open Enrollment 2024: What You Need to Know
The Annual Open Enrollment Period (AEP), which runs between 🗓️October 15 and December 7, 2023, for renewals in 2024, is in...
What ACA Should Have Been Like
I hope this is the right place for this post (mods, please feel free to let me know to remove...
Creative Planning Buys Mesirow's $13B Corporate Retirement Team
RIA Creative Planning says it has bought a corporate retirement advisory team from Mesirow that works with over 350 plans...
HSA compatible HDHP
My husband's employer offers BCBS Simply Blue 2500 PPO. ($2,500 indv/5,000 fam deductible; 20% co-ins, $5,000/10,000 OOP max). He asked...
Can I choose my own doctor for the life insurance medical exam?
When it comes to getting a life insurance policy, many people wonder if they have the ability to choose their...
Got fired as a self-pay patient because I’m on Medi-cal (CA’s version of Medicaid) – is that common / legal?
I was going to Carbon Health (awful) for a few months as a self-pay patient (even though I’m on Medi-cal,...
Open Enrollment 2023/2024: Your Guide to Affordable Health Coverage
Open enrollment for the Individual health insurance market for 2024 starts November 1st, and it’s time to start thinking about...
Wells Fargo Sued Over Customer's Missing Jewelry
What You Need to Know A Los Angeles resident accuses the bank and other defendants of stealing at least $32,000...
Active Shooter & Workplace Violence Insurance
Mass shootings and workplace violence incidents have unfortunately become more common in the United States. These events not only result...
