Life insurance

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.

Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Seniors are less likely to itemize tax deductions this year as a result, an expert says.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

These four experts can help you address any client situation.