Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, ...

Insurance and financial planning go hand in hand to help clients reach their goals. Here is how to present this approach.

Living trusts don't have to go through the lengthy and expensive probate process. The details of a living trust are not a part of the public record. Living trusts can be revoked or changed while ...

Today’s employees, especially those who are early into careers, are looking for employers to help support them beyond saving ...

These possible benefits come with potentially high premium ... "The tax attributes alone make it a very successful product in someone's financial plan from a tax perspective," Harjes said.

a financial advisor at Beacon Financial Planning in Hyannis, Massachusetts, said that a 62-year-old client learned she was eligible for survivor benefits from Social Security after the new law ...

In April, the Social Security Administration will begin increasing monthly benefit payments to more than 3.2 million people affected by the repeal of the Windfall Elimination Provision and ...