Discover four critical year-end financial actions retirees should take to protect income and optimize retirement plans before 2026, including managing RMDs and rebalancing portfolios.

Explore how fixed index annuities provide risk-managed growth and principal protection for U.S. retirees amid market volatility. Understand benefits, compliance, and retirement planning insights.

Explore professional insights on estate planning challenges, including mortgage transfer, executor responsibilities, and elder care financial protections. Understand legal and insurance considerations for secure property and asset management.

Explore comprehensive estate planning and asset protection strategies tailored for hedge fund portfolio managers in 2025, addressing tax exemptions, deferred incentives, and philanthropy.

Explore how shifting family caregiving roles impact long-term care insurance, Medicaid planning, and caregiver financial support in aging America.

Explore essential insights for U.S. retirees considering international relocation, covering visas, taxation, Social Security, and estate planning complexities.

Explore effective estate planning strategies including trusts and annuities for managing inheritances for beneficiaries dealing with drug addiction. Insights on trustee roles and financial protections.

Explore how the One Big Beautiful Bill Act (OBBBA) impacts ultra-high-net-worth estate and tax planning, private business sales, and valuation strategies for compliance and wealth preservation.

Explore the growth prospects of the universal life insurance market projected to reach $132.3 billion by 2033, driven by flexible premium options, AI-driven underwriting, and regulatory advances.

A life insurance dispute between a deceased lawyer's daughter and his former business partner underscores the critical need for timely updates to beneficiary designations and clear policy management.