Insurance

The firm says the new platform will make it faster and easier for advisers to find and purchase insurance coverage for their clients.

Many people plan to have an active lifestyle in retirement, but are not engaging in activities to stay fit.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

Seniors are advised to sign up for Medicare when they are about to reach the age of 65, or they face a hefty penalty for the rest of their golden years.

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.

High-net-worth clients can side-step this Affordable Care Act tariff if they opt to place their investments in an S corporation. Here’s how.

The SEP IRA, Solo 401(k) and SIMPLE IRA are just a few options that may help them prepare.

The high-net-worth practice makes 41 firms in the platform’s network — two times as many as competitor HighTower.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.

One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.