More and more women are ringin' on their own financial bells (with apologies to Aretha Franklin and Eurythmics) — but that ...

Many advisors turn to the 4% rule as a guideline. Developed by a financial advisor in the 1990s, this rule suggests that ...

This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead.

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...

"Clients today are more informed," ARI Financial Group's Arik Bouskila says. "But not necessarily better informed." ...

The department store chain said that the all-equity merger brings its banner and various exclusive private brands under the ...

I am planning to retire at 62. I have $200,000 in savings, and I have a paid off rental house with a $1,500 a month rent income. My house that I live in is paid off, too. I’m not sure what to do with ...

Not only do income annuities squeeze more monthly income out of your savings than any comparable product, but new research shows that when we are retired we are much more comfortable spending an extra ...

More than 4.6 million Florida residents enrolled in an Obamacare plan through the “Marketplace” for 2025 health insurance ...

The 2025 PLANADVISER Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 15 in ...

The popular site includes plenty of discussion on financial subjects like life insurance, so we sifted through Reddit forums to get a pulse check on how users feel about insurers. People post ...

New members of the FSI board include Gary Baker, president and managing partner of Undivided Wealth Management; Robert ...