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Contributors Featured Insurance Money Retirement Taxes

Nine Lessons to Be Learned From the Hilton Family Trust Contest

This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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Featured Income Insurance Retirement

Life Insurance Retirement Plan (LIRP)

What Is an LIRP? A life insurance retirement plan is a permanent life insurance policy, such as universal life insurance, that combines life insurance coverage with a “cash value” ...
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Contributors Featured Insurance Retirement

Retirement Planning with Life Insurance

An indexed universal life insurance policy can help you with tax mitigation and extra retirement income in addition to death benefits for your beneficiaries. Read more at Kiplinger ...
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Featured Insurance Retirement US

Average premiums for Medicare prescription drug coverage are set to dip to about $31.50 a month in 2023, deductibles to rise

Medicare beneficiaries may see their premiums for prescription drug coverage dip in 2023, although their deductibles might rise. The average basic monthly premium for Medicare Part D is ...
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Annuities Featured Income Insurance Money Retirement

Why Advisors Shouldn’t Dismiss Index-Linked Annuities

According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...
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Featured Insurance Retirement

8 Things to Know When Choosing a Medicare Plan

The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it may be hard to change your mind. Read more ...
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Annuities Featured Insurance Retirement Social Security

Opinion: How retirement planning needs to change in the new year

Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Insurance

This could be the beginning of the end for the car-insurance business

In 25 years, technological advances may render car ownership as we know it obsolete. The car-insurance industry may be buried right beside it. Self-driving cars and ride-sharing programs ...
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Insurance

New life insurance study debunks ‘buy term, invest the difference’

For decades, the rallying cry of the financial advice industry has been for clients to buy inexpensive term life insurance rather than more expensive whole life insurance and ...
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