Doug Bailey is a journalist and freelance writer who lives outside of Boston. He can be reached at doug.bailey@innfeedback.com.
The decades-old “4% rule” is a guideline for determining an annual withdrawal rate that in theory will provide sustainable income over a 30-year retirement period without depleting assets.
Speaking last month at the American Law Institute Continuing Legal Education 2021 Conference, Commissioner Allison Herron Lee told life insurance company lawyers that variable annuity issuers will have to comply with the SEC’s Regulation Best Interest.
An advisor didn’t let a bout of COVID-19 stop him from doing business while hospitalized. Here is his story.
A new study, “Black Women, Trust, and Financial Services,” surveyed 3,500 middle-income Black women and found three in five expressed difficulty finding financial professionals or advisors they trust.
South Carolina insurance regulators again vowed last week to not participate in a court-sanctioned plan to rehabilitate the financially struggling Senior Health Insurance Company of Pennsylvania.
The financial services industry is overlooking or underserving a potentially huge and growing market according to a new study from the Center for Economic Empowerment and Equality, part of The American College of Financial Services.
