New Bill Limits Social Security Clawbacks to 10-Year Window
By Melanie WaddellCurrently, an indefinite lookback period allows SSA to collect funds from a recipient going back decades.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
March 12, 2025
MIB Sees Strong Term Life Application GrowthUniversal life activity plunged during February, according to data from the insurance industry partner.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 12, 2025
Indexed Life Sales Rise 9.2% in Q4Traditional universal life products continued to sell poorly.
March 12, 2025
22% Tax Hike Coming if Trump Cuts Expire: Ways and Means ChiefEverything is on the table, including retirement planning incentives, Rep. Jason Smith says.
March 11, 2025
S&P 500 Erases 1.5% Slide as Volatility Rages OnEquities rose from session lows after Ukraine said it’s set accept a 30-day truce in Russia’s war.
March 11, 2025
Pre-Retirees’ Confidence Ebbs as Costs Keep Rising: FidelityOnly half of Gen Xers in a new survey say they're confident they can retire on their own terms.