After Obama Address, Battle Lines Are Drawn in Congress
Industry trade groups and lawmakers were quick to weigh in with praise and criticism of issues raised in President Obama's mid-January State of the Union address, namely cybersecurity, the Dodd-Frank financial reform law, taxes and entitlement reform.
Health Care in Retirement: How to Help Clients Plan
Financial advisors take a growing role in optimizing clients’ health care spending.
Andy Friedman: 7 Dates That Will Force Congress to Act
Speaking at FSI OneVoice, Friedman says seven "forcing events" will lead Congress to act, despite otherwise continued "split government" in Washington.
CBO Says Entitlements Will Cause Ballooning Deficits
Does that mean reform of Social Security and health care programs is coming? Probably not, says strategist Greg Valliere.
Illinois Enacts Nation’s First Required Retirement Plan Law
In what is a first for the nation, the State of Illinois this month passed into law a requirement that most employers must offer automatic retirement savings programs.
Obama’s State of the Union Financial Proposals Draw Praise, Criticism
Industry trade groups and lawmakers were quick to weigh in on Obama's plans, or lack thereof, on cybersecurity, Dodd-Frank, taxes and entitlement reform.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
Schorsch Denies ARCP Book-Cooking Allegations
The charges were raised by the firm’s former chief accounting officer in a lawsuit.
Employee or Independent Contractor? Avoiding Obamacare Penalties
The Affordable Care Act requires that certain employers provide health insurance for their employees or pay a penalty. Here's how to help your small business clients.
Successfully Navigating the Affordable Care Act in Retirement
Mandated purchases, noncompliance penalties and restrictions on denials for preexisting conditions have taken center stage in the news, but there are plenty of little-known nuances related to premium increases, subsidies and changing access to certain types of care.