The accompanying gallery presents ThinkAdvisor’s 10 gift ideas, all costing less than $100.

ThinkAdvisor looked at major financial misdeeds from the past century, and while Ponzi’s own scheme is a bit too old to ...

As detailed in a new analysis by the Colcom Group, the consulting and accounting firm, the end of the year is a great time to ...

New legislation, the Surviving Widow (er) Income Fair Treatment (SWIFT) Act, would expand Social Security survivor's benefits for widows, widowers and surviving divorced spouses by updating benefit ...

When you prospect, there's almost no risk of physical injury. You're often warm and comfortable. Your surroundings are ...

What it means: CMS expects the Medicare Advantage and Medicare Part D prescription drug programs to operate in roughly the same way in 2027 as in 2026, but some of the rules adopted while President ...

In a complaint filed in North Carolina Superior Court in Lincoln County in October, Busch and his wife, Samantha, accuse Pacific Life and an agent of promoting complex IUL policies as "tax-free ...

Five years after the pandemic, everyone is back in holiday mode. People are partying, with events at the homes of friends, ...

The Early Education Savings Program Act, introduced Tuesday, would expand 529 savings plans to cover child care expenses for children younger than 5 at state-licensed child care facilities.

The 2024 DOL fiduciary rule was previously stayed by two federal district courts in challenges brought by insurance industry groups, which stopped the rule from taking effect. The two cases applied ...

Most big financial services product and advice providers emphasize the importance of holistic planning. But, when Lincoln Financial commissioned a survey of 1,003 U.S. adults in July, it found ...

The rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.