12 Estate and Retirement Planning Questions for Blended Families
By Emily HolbrookRemarriage raises important questions on Social Security and other retirement accounts, estate and gift taxes, and trusts.
October 18, 2022
Missing Medical Appointments Kills Clients: ResearchersA team found one extra death per 333 outpatient visit cancellations.
October 18, 2022
Why Are Customers So Unhappy With Life Insurance and Annuities?Here are the firms with the most, and least, satisfied life and annuity customers, according to J.D. Power.
October 18, 2022
A Simple Solution for Retirees in Bear MarketsSimple? Yes. Easy? Not always. Cheaper than your clients might think? Likely.
October 18, 2022
BofA Survey 'Screams' Capitulation With Rally Set for 2023Fund managers expect stocks to bottom in the first half of 2023 after the Fed finally pivots away from raising interest rates.
October 18, 2022
Even Millionaires Worry About Being Able to Retire Comfortably: NatixisThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.
October 18, 2022
Why This Scholar Is Challenging Long-Held Assumptions About RetirementSita Nataraj Slavov's headline-grabbing assertion that young people should not prioritize saving for retirement is just the beginning.
October 18, 2022
IRS Announces Tax Inflation Adjustments for 2023The agency has adjusted thresholds for tax brackets, the AMT, the estate tax and other provisions.