Brookfield Re Makes $4.3B Offer to Buy American Equity
By Allison BellThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 27, 2023
IRS to Pilot Free Tax Filing Tool in 2024Sen. Warren and other Democrats are applauding the IRS announcing it is "taking steps to begin a pilot project for the 2024 filing season."
June 27, 2023
Some Gen Z Retirement Planning Prospects Are OptimistsIn a survey, 40% of them said they expected to live to 100.
June 27, 2023
15 Comments That Reveal Hidden InformationProspects might be reluctant to reveal too much, but sometimes they share information without knowing it.
June 27, 2023
Ignore These Advisor Succession Trends at Your Own PerilA lack of succession planning by established financial advisors could result in painful disruptions for firms and their clients.
June 27, 2023
5 Social Security Calculators to Share With Your Retirement ClientsFinancial planner Devin Caroll outlines several free and paid tools to help retirees decide when to claim benefits.
June 27, 2023
15 Cities Where Retirees' Income Goes FurthestAverage retirement income might not be the highest in these cities, but it has the most buying power.
June 27, 2023
PR Pro Bill Bongiorno Remembered by Colleagues, ClientsThe active community volunteer founded Blue Chip PR in 2004 and worked in communications since 1992.