Raise the Payroll Tax Cap to Save Social Security
By Teresa GhilarducciNo surprise, Social Security will only be able to pay 76% of promised benefits by 2033 if nothing changes.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 28, 2022
What Tax Deductions Can Insurance Agents Use For Their Business?It's time to prepare for your appointment with the accountant.
December 27, 2022
Motor Vehicle Records Data and Life InsuranceHow clients drive may correlate with how likely they are to die.
December 27, 2022
Medicare and the New Year: A Medicare Customer QuestionA law enacted two years ago is starting to bear fruit.
December 26, 2022
Secure 2.0 Act Still Leaves Holes in Retirement PlanningAlternative legistlation, known as the Retirement Savings for Americans Act of 2022 (RSSA), would have been the better investment.
December 22, 2022
The Market Still Has Time for a Year-End RallyThe smart thing to do now is to prepare your portfolio for the recovery that eventually will come.
December 22, 2022
Inflation, Life Expectancy, and the Loss of Betty WhiteA life settlement industry player looks at what rocked the world this year.
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