IRS Direct File to Cover More States and Tax Situations
For the 2025 filing season, Direct File will support 1099s for interest income greater than $1,500, retirement income and the 1099 for Alaska...
life insurance
Morgan Stanley's 2025 Comp Plan Intensifies Cross-Selling Push
What You Need to Know Morgan Stanley's newly revealed 2025 compensation plan incentivizes its wealth advisors to make intra-firm referrals....
Debate: Is the 20% Business Income Deduction Worth It?
Byrnes: Without the Section 199A deduction, small-business owners would be making choices with respect to choice of entity that are...
How Well Do You Understand Your UNHW Clients' Spending Rate?
What You Need to Know Only 10% of families with over $50 million in liquid assets know how much they're...
Regulators Eye Rules for 600% Long-Term Care Insurance Rate Increases
What You Need to Know For some policyholders, current premiums may be five or six times higher than what they...
Gen X Women Say They'll Need $2.1 Million to Retire Comfortably
What You Need to Know This is substantially more than women in other generations say they will need, Northwestern Mutual...
Edward Jones Launches Financial Planning, SMA Offerings
What You Need to Know Clients with at least $250,000 in advisory program accounts will have access to personalized planning...
The 12 Wealthiest Countries in 2023
Start Slideshow Global economies proved resilient and markets even boomed in 2023, despite sharp monetary tightening, according to Allianz’s recently...
Thrivent Takes Reg BI Hit Over Outdated Share Class Calculator
“Until July 2022, Thrivent failed to update its calculator to account for these expense structure changes implemented in 2020, and...
Help understanding the surrendering my Whole Life Policy
So I recently initiated the surrender process for my Whole Life Insurance Policy ($500,000) through MassMutual. I am 22 years...
