IRS Issues FAQs on Student Loan Repayment Matching in Retirement Plans
What You Need to Know The Secure 2.0 Act permits employers to match student loan repayments through retirement plan contributions....
life insurance
DOL Fiduciary Rule Battle Has Just Begun
What You Need to Know Staying the rule was just the first step in the litigation process, says attorney Brad...
Gateway Financial Partners Adds Wealth.com Estate Planning Tools
Gateway Financial Partners, a hybrid RIA, has entered into a strategic partnership with wealth.com. The collaboration with the estate planning technology...
Federal Judge Blocks FTC's Noncompete Ban
What You Need to Know Roughly 30 million Americans are subject to noncompete agreements. The agency lacks the authority to...
Social Security Claiming: The Case of the High-Earning Couple
This results in a projected lifetime benefit for the couple of $890,799 — an amount that is far from the...
Unlocking Retirement Income: The Power of Closed-End Funds with Steve Selengut
Podcast: Play in new window | Download In a recent episode of The Insurance Pro Blog Podcast, we explored an...
20 Ways to Save Big on Life Insurance | Experts explain
Introduction Life insurance is a critical component of comprehensive financial planning, offering essential protection for individuals and families. However, it...
New RIA Succession Planning Platform Targets DFA Fans
What You Need to Know Parkwoods Wealth Partners aims to grow nationally while focusing on RIAs using Dimensional Fund Advisors...
New Bill Sets 3-Year Time Limit on Social Security Clawbacks
Two representatives from Ohio, Republican Mike Carey and Democrat Emilia Sykes, have introduced legislation to prevent the Social Security Administration from...
Retired senior citizen with no debt
TLDR - Am I correct that we should terminate this policy? My widowed mother, age 62 has been paying $55/month...
