Many wealthy families would be spared in leaving the estate tax exemption as is, but get slammed by the elimination of the step up in basis.
President Biden’s 100th day in office is tomorrow, on April 29. Hard to believe it has been 100 days already, but overall the economy continues to improve and stocks have done very well under our new President.
(DENVER – APRIL 28, 2021) IMA Financial Group, a North American insurance brokerage firm specializing in risk management, insurance, wholesale…
Thirty-one percent of U.S. workers say they are fearful of workplace repercussions, such as getting fired, laid off, skipped over for a promotion/raise or reduced hours, if they take leave, and 29% believe there is a negative perception associated with taking leave.
The model “provides a structure to strengthen distracted driving laws across the country by establishing a comprehensive hands-free law to curb driver distraction,” NCOIL said in a news release.
Despite consumers’ widespread adoption of digital channels to engage with insurers, most insurance sales still finalize offline or in-person.
As restrictions ease and face-to-face meetings begin to make a comeback, technology still can remain a vital part of the advisor’s practice.
The impact investment initiative aims o address the racial wealth gap by investing in underserved and undercapitalized communities over the next three years with a focus on supporting small businesses, affordable housing and community development.
But it is White Americans who disproportionately benefit from the tax breaks for those things, Emory University tax law professor Dorothy Brown told lawmakers on the Senate Finance Committee last week. That’s why she believes the US tax code helps to perpetuate the racial wealth gap.
One-third of Americans estimate it will take two to three years to get their retirement plans back on track, due to such factors as job loss or retirement withdrawals, according to Fidelity Investments’ 2021 State of Retirement Planning Study.
Congress can take steps to strengthen Americans’ retirement security, but any successful effort will require a bipartisan approach, said the ranking member of the Senate Subcommittee on Social Security, Pensions and Family Policy.
Carriers are betting on a boom following the pandemic bust, so they are expecting to move more of their cash into riskier assets as economic conditions stabilize, according to Goldman Sachs’ 10th annual survey of carriers.
Despite the pandemic, a higher percentage of workers and retirees said they are confident of a secure retirement, according to the 31st annual Retirement Confidence Survey.
Recent merger and acquisition momentum is likely to continue, putting this year on pace to be the ninth consecutive record-breaking M&A year, according to a report from Echelon Partners.
By guiding your customers through their digital journey, you can build your customers’ confidence in their purchasing decision.
Can government have a role in health care and still preserve the advisor? One insurance professional shares his ideas.
Summer is often a missed opportunity for many students. While many peers will use the summer break as an opportunity to take a road trip or visit family, the summer is an important period for serious students to get ahead on their studies and qualifications for financial planning work.
The wealthy are leaping far ahead of lower-income groups’ long-term goals. The survey found that the majority of affluent Americans are prioritizing many traditional milestones in life, such as buying a house.
The cannabis industry is growing rapidly, but getting the necessary insurance coverage for this business can be tricky, thanks to a slew of complicated regulations.
