Insurance

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

It was accused of pushing nearly 250,000 unaware customers into delinquency.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

Sharing an uncomfortable personal story can forge a lasting bond.

As much as 46% believe Medicare will cover the costs of long-term care.

In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.

Christopher Dougherty’s proferred investments allegedly included real estate properties and a 100-acre organic farm.

Cuts in Medicaid could prove disastrous for low-income retirees who rely on the program for nursing home care, experts say.

“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.