How to lower expectations when clients think they're owed a bigger Social Security benefit.
It's the largest annual cost-of-living increase in benefits since 2012.
Slight increase in Part B premium to $135.50 per month is in line with expectations.
It's the largest annual cost-of-living increase in benefits since 2012.
The company settled a similar self-dealing lawsuit four years ago for $12 million.
A qualified HSA funding distribution gives clients a one-time chance for a tax-free distribution of funds from an individual retirement account.
Appointment of Bryan Hodgens is second shake-up in a year at the retirement unit.
AARP study finds that Americans are split on why they continue to work.
A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes
Money flowing into donor-advised funds far outstrips grants being made from the funds.
Medicare enrollees should review their drug coverage and Advantage plans for 2019.
But medical expenses will consume a growing portion of retirement budgets.
Options include boosting benefits for widows and the poor at the expense of high earners.
The retirement landscape could be transformed, so advisers should pay close attention.
Washington University in St. Louis joins other colleges that have prevailed in court.
Ready to grow? Start asking clients for feedback.
Kudos to the NAIC for making LTC policies safer.
Encourage clients to review their drug coverage and Advantage plans for 2019.
The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.
New tools calculate costs, potential savings and solutions.
