Should Your Clients 'Superfund' Their 529 Plans?
By Robert Bloink | William H. ByrnesClients with 529 college savings plans can "bunch" contributions for up to five years. But should they?
December 08, 2022
Federal Government to Suspend Long-Term Care Benefits ProgramThe program will stop taking new enrollees at 11:59 p.m. Dec. 18 and not resume enrollment for at least two years.
December 08, 2022
Fidelity Funds Seek to Make Bigger Bets on Individual StocksIf shareholders approve the proposal, its growth funds could buy more shares in some tech firms and take advantage of recent market declines.
December 08, 2022
Consumers Are Nervous. Is That Good for Annuities?F&G posted new data on consumer jitters. Jackson released (surprising) product ownership numbers.
December 08, 2022
3 Sins Advisors Commit When Discussing Cash With ClientsClients likely have lots of cash being held at rival firms. This situation may be hurting both them and your advisory practice.
December 08, 2022
Next Hearing Set for Suspect in BofA-Merrill Exec's KillingEx-Merrill broker Anthony Duwayne Turner's next hearing is nearly a year and a half after the homicide.
December 08, 2022
S&P 500 to Hit 5,000 in 2023: Strategist"The lows are in, and I think we are starting a new bull market," said Jim Paulsen, chief investment strategist of The Leuthold Group.
December 08, 2022
8 Retirement Books Financial Advisors RecommendThese books can help advisors and clients work through the financial and non-financial challenges of retirement planning.