The ‘4% rule’ has often been used to help with this. Originally devised by American financial planner William Bengen in 1994, ...
Splitero reports that a financial checklist can help seniors age in place, focusing on home care costs, modifications, debt, ...
The TouchPoint Pro platform will help financial professionals transform their LinkedIn profiles into lead-generating assets. MINNEAPOLIS, MN / ACCESS Newswire / January 20, 2026 /TruChoice Financial ...
He's dying at 32. His wife is getting $1.2 million. And he's terrified she'll waste it. In a blunt Reddit post, a terminally ...
These can increase your tax liability and also result in penalties, fines and notices from the tax department.
A 15-member, high-powered committee has been set up to frame the guidelines for including minimum assured return schemes in ...
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Older Workers Could Use 401(k) Funds to Buy Annuities Under Proposed Bill. But Should They?
A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.
Modern Solutions For Legacy Annuities New strategies now allow firms to unlock the full value of legacy commissioned annuity books—creating wins for clients, advisors and acquirers alike. These assets ...
Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...
F&G Annuities & Life Inc’s stock reached a new 52-week low, hitting 27.69 USD, marking a significant downturn for the company. Over the past year, the stock has experienced a substantial decline, with ...
Artificial intelligence analyzed metadata from 12,000 client meetings to determine how financial advisers’ behaviors influence client decisionmaking. Financial advisers’ words and actions directly ...
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