Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
4 Key Dates for Investors to Watch: Andy Friedman
Feb. 7, March 31, April 15 and Nov. 4 could affect the markets, taxes and financial planning, says Andy Friedman of Washington Update.
Fine Art Risk: A Tale of Two Markets
Your clients who collect fine art may reap aesthetic rewards, but what about the financial rewards—and risks? What you need to know about protecting art for display, in transport or investing
Andy Friedman on How to Handle Health Care Reform
Businesses and individuals have decisions to make before Obama’s health care law takes effect Jan. 1.
Third of Fortune 500 Companies Have ‘Material’ Cyber-Risk
More than a third of Fortune 500 companies said their exposure to cyber-risk is “material” or “serious,” according to a report released Monday by Willis Group.
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare
This year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
Financial Literacy and Gaming: Match Made in Education Heaven?
A computerized financial literacy game grounded in the real world teaches 16- to 22-year-olds the financial facts of life.
Young Investors More Likely to Buy Insurance From Banks
Young people are more likely to consider buying a life insurance policy through their bank than older generations, a study released Monday by LIMRA found.
Teachers Charge Students ‘Rent’ for Desks
It’s not a revenue play for the public education system.
7 Ways Advisors Can Close Life Insurance Gap: Genworth
A study released Thursday by Genworth Financial found that almost half of Americans with household incomes between $50,000 and $250,000 do not have life insurance.