Insurance

“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.

The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.

Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.

A CFP and former NDSU Bison aims to build a planning-based business from the ground up under the IBD’s model.

Advisors need to be willing to take a financial hit for clients

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

Growing fixed products, along with new fee-only offerings, are changing the shelf and the carrier rankings.

The RIA will be combined with Sontag Advisory to create an $11 billion wealth management powerhouse.

Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.

There are a lot of options — and potential missteps.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

Fixed and variable contracts ended 2018 at nearly reverse levels of revenue from their totals three years earlier.

Medicare will charge a high-income surcharge if seniors reported more than $85,000 (or $170,000 for joint filers) in modified adjusted gross and tax-exempt interest income.

Even middle-class households who have health insurance are at risk, as a researcher points out that they are the ones who filed for the most bankruptcies.

The appointment comes after an earlier announcement of broad leadership changes at the firm.

The No. 1 IBD requested that other variable writers “contractually reaffirm their commitments to protecting trails,” an executive says.

Seniors who intend to get a Medigap policy to supplement their traditional Medicare coverage may have trouble getting one.

Clients may want a new plan if there have been unfavorable changes to their old plans, they want more flexibility or because of a new illness.

The law now creates a different method of caring for relatives while preserving the family’s financial plan, a John Hancock associate counsel writes.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."