New legislation, the Surviving Widow (er) Income Fair Treatment (SWIFT) Act, would expand Social Security survivor's benefits for widows, widowers and surviving divorced spouses by updating benefit ...
The 2024 DOL fiduciary rule was previously stayed by two federal district courts in challenges brought by insurance industry groups, which stopped the rule from taking effect. The two cases applied ...
As detailed in a new analysis by the Colcom Group, the consulting and accounting firm, the end of the year is a great time to ...
ThinkAdvisor looked at major financial misdeeds from the past century, and while Ponzi’s own scheme is a bit too old to ...
The accompanying gallery presents ThinkAdvisor’s 10 gift ideas, all costing less than $100.
When you prospect, there's almost no risk of physical injury. You're often warm and comfortable. Your surroundings are ...
The Early Education Savings Program Act, introduced Tuesday, would expand 529 savings plans to cover child care expenses for children younger than 5 at state-licensed child care facilities.
Average 401 (k), IRA and 403 (b) account balances reached new record highs in the third quarter, driven by consistent savings ...
In a complaint filed in North Carolina Superior Court in Lincoln County in October, Busch and his wife, Samantha, accuse Pacific Life and an agent of promoting complex IUL policies as "tax-free ...
Five years after the pandemic, everyone is back in holiday mode. People are partying, with events at the homes of friends, ...
Most big financial services product and advice providers emphasize the importance of holistic planning. But, when Lincoln Financial commissioned a survey of 1,003 U.S. adults in July, it found ...
Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.