Insurance

Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.

In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.

As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Between the Internal Revenue Service's final rules on minimum distributions and proposed regulations on auto enrolling for Individual Retirement Accounts, here are top retirement landscape changes to be mindful of.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Digital Insurance recently surveyed insurers, brokers and adjusters about the technology they're using in the claims space, and we'll share those insights.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.

The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.

High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.