Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term ...

People like you with multiple children tend to go out of their way in the course of estate planning to make things fair. That ...

The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies ...

That means your local sales tax rate — ranging from under 5% in some states to close to 10% or more in parts of Alabama and ...

Just in time for Prime Day, Mississippi is celebrating a tax holiday in July. Find out how you can save on back-to-school ...

Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.

A major infusion of state funds revives Florida's flagship home-hardening grant program to protect homeowners and potentially ...

The Centers for Medicare and Medicaid Services (CMS) will implement prior authorization requirements for certain traditional ...

The so-called One Big Beautiful Bill and the Trump administration’s executive action are making the future of student loan ...

If you are one of the more than 60 million people who receive Social Security benefits, you may have received an interesting ...

Experts agree that while you don't have to spend three figures on your products, some higher-priced items have value.

Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...