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Think Advisor
7 小时
Biden Signs Social Security Fairness Act
The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.
Think Advisor
2 天
Trump Taps Keis, Schwab for Key Treasury Roles
Ken Kies will be assistant secretary for tax policy, placing him as a point person at the Treasury working on tax cuts Trump ...
Think Advisor
2 天
New York State Bill Could Double Annuity Income Tax Exemption for Older Residents
Assemblyman William Magnarelli, D-Syracuse, has introduced a new version of a bill that would phase in an increase in the ...
Think Advisor
2 天
Ned Davis Warns It May Cut Exposure to U.S. Stocks
The firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.
Think Advisor
2 天
How HNW Families Can Protect Themselves and Their Wealth: Study
Affluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB ...
Think Advisor
2 天
ChatGPT Answers a Question About Life Insurance
ChatGPT Response: For a single person with no dependents, the need for life insurance is generally lower compared to someone ...
Think Advisor
2 天
Shift Conference Organizer Pulls Plug
The financial advisor and entrepreneur Ross Marino has announced his decision to cancel the 2025 Shift Conference and to ...
Think Advisor
5 天
The MYGA as a Bond Alternative
Again, with the 60/40 portfolio mix example, taking the mix to 60% stocks, 20% bonds and 20% MYGA helps reduce market risk ...
Think Advisor
3 天
WSJ Goes After Insurers' Medicare Advantage Strategy
Critics of Medicare Advantage plans contend that some insurers manipulate a Medicare Advantage program mechanism that ...
Think Advisor
3 天
Schwab, RIA Let Client's Family Drain Retirement Portfolio, Lawsuit Alleges
A son says Schwab and Hamilton Capital Management were negligent in allowing large withdrawals from his father's account.
Think Advisor
3 天
Mind These Social Security Changes in 2025
Social Security beneficiaries are set to receive their first payments for 2025, and those recipients can look forward to a ...
Think Advisor
3 天
As Gen Xers Start Turning 60, Retirement Might Look Different
While accumulating wealth is a linear process, the act of taking withdrawals from a portfolio injects a significant degree of ...
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