5 Ways to Protect Clients' Estate Wishes Before They Get Married
By Elisabeth Salvadore & Salvatore A. PolidoroIt's important to review several issues to ensure that their plans will be properly followed upon their death.
January 19, 2024
Woman's Estate Sues MetLife, Fidelity Over Where Death Benefits Should GoThe estate accused a man of forcing the woman to make him a life and retirement account beneficiary.
January 19, 2024
House Panel Advances Tax Bill With 100% Bonus DepreciationThe bill also expands the small-business expensing cap and the Child Tax Credit.
January 19, 2024
10 Best Dividend Stocks for 2024: MorningstarThe best dividend stocks are not just the highest-yielding ones, analysts say.
January 19, 2024
JPMorgan Lifts CEO Jamie Dimon's Pay to $36M for 2023The bank had a record profit of $49.6 billion last year, boosted by interest rate hikes and its purchase of First Republic Bank.
January 19, 2024
Foundation for Financial Planning Names New LeadersMeg Carpenter joins the board, which will be led by Dave Yeske and Tony Svach.
January 19, 2024
Consumer Groups Attack Annuity Bill in California"It feels like the fix is in" on an NAIC model-based bill, the director of one group said.
January 18, 2024
Congress Approves Funding to Avert Government ShutdownThe short-term package gives lawmakers time to finish talks on annual funding for the fiscal year that began Oct. 1, 2023.