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You Can Keep Some Assets While Qualifying for Medicaid. Here's How

Kiplinger
May 24, 2021

For many Americans, Medicaid benefits are what help them pay for long-term healthcare needs; but these benefits are limited in availability and accessibility.

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“Wandering” Bad Brokers Pose Risks for Clients, Industry

ThinkAdvisor
May 14, 2021

With regulations regarding financial advising practices greatly diverging by state, a recent report by the New York University School of Law and Stanford Law School indicates bad actors can take advantage of the differences to continue their crimes in less-policed areas.

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Social Security Rolls Out New, Shorter Statements

ThinkAdvisor
May 13, 2021

The Social Security Administration recently debuted a reformatted statement for potential recipients with many new features—one of the most notable being longer-term information about how benefits could increase should they wait to claim their benefits.

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Retirement Financial Planner Designations for Financial Advisors

May 07, 2021

For financial advisors and wealth management professionals looking to specialize in retirement planning, a professional designation or certification is recommended.

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Why Secure Act 2.0 Should Fly Through Congress: Michael Finke

ThinkAdvisor
May 05, 2021

The Securing a Strong Retirement Act of 2021, popularly known as the SECURE Act 2.0 (a follow-up bill to 2019’s SECURE Act), is currently working its way through Congress, and experts including WMCP®

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A Second Look: Four Retirement Rules Of Thumb

Forbes
May 05, 2021

In financial planning, as with geographic navigation, having a general set of rules to follow is usually a good idea; however, when diving into specifics and more complex situations, those same rules may not always be applicable.

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Time to Reset: What You Need to Know About IRAs in 2021

May 03, 2021

In 2020, many Americans made unexpected changes to their long-term savings plans. As the country recovers, they are searching for guidance in resetting their IRA strategies.

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Biden's Tax Proposals Could Increase Life Insurers' Value

ThinkAdvisor
Apr 30, 2021

As the Biden administration attempts to shepherd its American Families Plan through Congress, many questions are being raised about how the government plans to pay for the programs outlined in the legislation, including a potential increase in capital gains taxes.

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Annuities Could Help the Service Industry: Idea File

ThinkAdvisor
Apr 29, 2021

Among retirees, a common worry is running out of money before the end of life—but another potentially damaging dilemma is having enough money and choosing not to spend it.

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Family Philanthropic Journey: The Road Not Taken

Apr 28, 2021

The following piece is taken from the April 2021 issue of Planned Giving Today, reprinted here with the publisher's permission.

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