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Show, Don’t Tell: How to Boost Advisor Confidence Around Complex Topics | ThinkAdvisor
ThinkAdvisor· 19 hours agoFor high-net-worth and charitably inclined individuals, the use of a charitable remainder annuity...
New Health Insurance Suit Could Affect DOL Fiduciary Rule Litigation | ThinkAdvisor
ThinkAdvisor· 7 days agoHealth insurance market players have started a lawsuit that could collide with annuity market...
Concord man wins $5 million off of scratch-off, plans to use winnings to pay mortgage
WSOC-TV Charlotte· 2 hours agoA Concord man trusted his gut, and it paid off—literally!
I’m a Financial Expert: 8 Reasons Boomers Should Downsize in Retirement
GOBankingRates via Yahoo Finance· 7 hours agoRetirement can be a great time to consider downsizing your home. Your kids are probably grown and no...
CNO (CNO) Up 6.6% Since Last Earnings Report: Can It Continue?
Zacks via Yahoo Finance· 1 day agoExcess alternative investment loss reached $31.4 million in the first quarter, widening from $17.2...
5 Best Side Hustles for Gen Zers To Work in Summer 2024
GOBankingRates via Yahoo Finance· 5 hours agoThere's no time like the summer for a good side hustle. Whether you want to get outside or stay cool...
PHL Variable Insurance Company Placed into Rehabilitation in Connecticut
The National Law Review· 9 hours agoThis decision was based upon the court’s determination that the companies are in a hazardous...
IRS Targets Charitable Remainder Annuity Trusts (CRATs) as Listed Transactions | JD Supra
JD Supra· 7 days agoOn March 25, 2024, the IRS issued proposed regulations (REG-108761-22) which, if finalized, would identify certain CRATs as listed transactions. For those unaware of the listed transaction rules ...
I'm Retired. Should I Rent or Buy a Home?
SmartAsset via Yahoo Finance· 9 hours agoThere are multiple ways to retire. You may choose to pay off your home and live in it as long as possible. Or, if you own your home, you can cash in on...
How Much Do You Need To Retire In Style?
Investor's Business Daily· 13 hours agoRetirement is a major stressor for many people. More than half (61%) of Americans age 50 and older worry they will not have enough money to support...
