Social Security Claiming: When There's a Big Difference in Life Expectancies
A slightly better outcome is achieved if Leslie chooses to wait until her full retirement age of 67 and claim...
life insurance
IRS Drafts Foreign Gift and Trust Reporting Changes
Details: IRS officials believe that some taxpayers reduce taxes by disguising gifts from non-U.S. sources as loans. Some requirements in...
Manulife Hopes for Another Hancock LTC Reinsurance Deal
Manulife Financial believes it has a chance to find a reinsurer for a $4 billion block of long-term care insurance...
The Old Girlfriend and the 401(k) Windfall: A Cautionary Estate Planning Tale
Inside the Court Case In Procter and Gamble v. Estate of Jeffrey Rolison, the decedent began participating in the P&G...
New FINRA Home Office Rule Resource Goes Live
Advisors should focus on the Guidance tab, which includes newly published FAQs, said Francois Cooke, managing director at ACA Group. “The FINRA...
World's Top 15 Cities for Millionaires: 2024
Start Slideshow More wealthy individuals with liquid investable assets of $1 million or more live in American cities than in...
Best & Worst Online Direct Banks: J.D. Power, 2024
The overall customer satisfaction score for direct bank checking accounts was 688 (on a 1,000-point scale), down 27 points from...
Emblem Portfolios in action – Asset allocation update, April 16, 2024
Key takeaways: Exposure to international equities was increased by 0.25%-1.5% Exposure to US equities was decreased by 0.25%-1.5% Our...
How to Compare Serious Illness Cover In Ireland in 2024 (in 6 steps)
You’re simply the best. Better than alllll the rest. Better than anyone… I have everrrrr met. No doubt, Tina Turner...
No Medical, No Problem: Term Life Insurance Made Easy
Hey there, fellow seekers of financial wisdom! Today, let’s dive into a topic that’s often overlooked but incredibly important: term...
