How to Boost Use of Retirement Plan Auto-Escalation
Make sure participants know what sticking with today's contribution rate really means.
Insurance Monster China Created Comes Back to Bite
Rapid growth can be risky for an insurer. So can aggressive efforts to curb rapid growth.
Beyond the IRA: Remember Life Settlements
You might already know plenty about life settlements. If not, here's a look at why clients might need them.
Amazon's Long Shadow Falls on the Pharmacy Business
Amazon hopes to become the Amazon.com for the prescription drug market.
Avoid the Working Retirement Tax Penalty
The question of working in retirement and how this income impacts a clients’ taxes who is also currently claiming Social Security benefits is a tricky one.
After “Yes,” Holding It All Together
Just keeping quiet may put the client in the mood to back out.
Cost of Health Insurance Isn't All About Fairness
Risk is unfair, and that means insurance prices often look unfair.
Maybe HIPAA Protected You From WannaCry
The federal health information security rules are annoying, but so is ransomware.
Google's AI Brains Need to Work on Their Bedside Manner
Other countries may have to come up with their own versions of the U.S. health data privacy and security rules.
Continuity Planning: The Missing Link in Most Succession Plans
While the industrywide lack of succession planning has been largely addressed, I find today’s plans often fail to address an equally serious problem for clients.