A Third of Americans Are Not Happier in Retirement: Study
Many American retirees say they experience increased happiness after leaving the workforce, but 33% do not feel happier in retirement....
life insurance
DOL Fiduciary Rule Is Long Overdue, CFP Board's Top Lawyer Says
CFP Board has been asked whether the rule (a) will negatively impact access to advice for moderate income households, (b)...
Treasury Proposes Curbs on Use of Life and Annuities in Wealth Planning
What You Need to Know Greenbook provisions may never become law or take years to become law. The new proposal...
4 'Reasonable' Choices, If You Must Own U.S. Stocks: Grantham
“The paradox that worries me here for the U.S. market is that we start from a Shiller P/E and corporate...
Immediate Annuities Serve High-Net-Worth Clients: Tax Attorney
Some wealth advisors turn red, white or gray at the thought of their high-net-worth clients buying annuities. For high-net-worth clients,...
Financial tips for your younger self
Updated February 2024 Do you ever wish you could talk to your younger self about lessons you've learned, more than...
What Same-Sex Couples' Different Life Spans Mean for Their Retirement Planning
What You Need to Know Female same-sex couples have a much higher likelihood than others of at least one spouse...
Best Fee Only Financial Advisor for Physicians NY
Best Fee Only Financial Advisor for Physicians NYCall Now: 716.565.1300For physicians, the road to retirement isn’t just about earning a...
2024 Market Outlook: Global equities
As we begin the new year, we have a slightly negative outlook on Europe, slight optimism on China and a...
How Your Clients Get Taxed on Sold Life Insurance
What You Need to Know Insureds who seem likely to die within two years pay no federal income taxes on...
