Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.
What Your Clients Can Expect From Long-Term Care
Financial planning is key to ensuring seniors get high quality care.
HSAs and Taxes: How to Handle Transfers and Rollovers
Tax Facts experts explain the details and pitfalls of health savings accounts.
Health Care and Taxes, Pt. 1: HSAs
How health savings account distributions are taxed.
4 Ways to Repeat the Mortgage Mess: Peter Wallison
Peter Wallison decries Washington's latest “fix” to prevent another repeat of the housing market collapse.
Obama vs. Romney: 6 Key Differences on Health Care
The two candidates engage in platform-to-platform combat over the future of commercial insurance, Medicare and Medicaid.
13 Vital Steps to Insure HNW Clients’ Retirement Wealth
Are your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
HSAs Losing Luster Under Obamacare
HSAs are about to lose much of their value under the PPACA, which will impose minimum reimbursement rates on all health insurance plans—ensuring that premiums for high-deductible plans will increase.
FSI to FINRA: This Is the Wrong Time for Higher Fees
Part of FSI’s engagement with FINRA is to let them know when they have gone too far. That is clearly the case with the substantial fee increases the organization has proposed for broker-dealers and financial advisors, increases that would hit small firms the hardest.
FSI Urges SEC: Don’t Let FINRA Raise Fees
Dale Brown worries about “humongous” compliance costs; group concerned over “timing, context and size” of fee increases.