Tax experts advise a 'wait-and-see' approach to planning when it comes to Trump's campaign promise to eliminate taxes on Social Security benefits.

Congress has made many mistakes in the past and the 16th Amendment was among the biggest. A unified Republican government now ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

The contribution limits for 401 (k) plans can change from one year to the next. Currently, 401 (k)s max out at $23,000 for ...

Clearer communication across generations and guidance from a knowledgeable planning professional can help families avoid ...

When your practice is successful as a retirement plan provider, you’re going to want to hire people who work outside the retirement plan business ...

AIMCo’s big clients (public sector pension funds) have long been critical of investment underperformance and high costs. In ...

The Lees have three adult daughters—Margaret (Maggie) Mona, Mabel Nancy, and Malinda Ann—all of whom were born at HSC.

What did you see in each other that made you confident in your partnership? Shipp: Roger and I each do something totally different. I wanted to get an interior design degree so I could understand the ...

Anchor] Except for emerging economies such as India, only the U.S. economy is doing well.Trump's return to power is expected ...

All states but New York have adopted or are preparing to adopt the Suitability in Annuity Transactions Model Regulation ...

This column by Donnis Hueftle-Bullock originally appeared in the Nov. 14, 2024 issue of the Custer County Chief.