Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
Insurance, Annuities, and Investments
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Buying life insurance for your parents
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
Section 162 executive plans: The bonus that keeps on giving
A compensation program that uses life insurance to entice and keep key executives at your company.
4 times when term life insurance may be the answer
Term life insurance can offer solutions for a variety of issues, but especially these life situations.
Grandparents raising grandchildren: Challenges and solutions
If you’re a grandparent raising grandchildren, you’ll face several challenges that biological parents don’t.
Custodial accounts and Coverdells: How to use them
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Succession planning for your business
Someday you'll have to turn over the reins to someone else. Plan for it.
A comprehensive guide to understanding life insurance
Life insurance is a tool that is more versatile and useful than most people are aware of.
5 reasons why women should be financially selfish
Women often help their friends and family at the expense of their own financial security.
What to do when facing a financial emergency
Learn about the resources available to you when a huge expense hits.
Single? 3 reasons why you still might need life insurance
Mom and Dad? Debt? Here are some situations that might merit a life insurance solution.
Know life insurance? Quiz yourself on these fun facts
Do you know these fun facts from the history of life insurance?
How a 3(38) fiduciary can help employers meet retirement plan needs
This kind of investment manager can lighten a firm’s workload and liability for investment decisions.
Paying off student loan debt: 5 tips
From automatic debit programs to loan-interest tax tactics, there are some options to consider.
Understanding dollar-cost averaging
Investors use this method to strike a balance between playing the market and staying on the sidelines.
Different types of buy-sell agreements for business
They protect against the 5 D's: death, disability, divorce, departure, and disqualification.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
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