Insurance

Here’s one reason why beneficiaries should consider setting up a life estate.

10 planning strategies from analysts and experts.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.

Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.

Clients may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

ESG investing is one way to motivate young clients and boost their contributions.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Medicare costs count as a deductible medical expense, but only if they exceed 7.5% of adjusted gross income.

For many people, insuring for the basics of home health care "might be enough to keep the wolves from the door," says a Nationwide executive.