Insurance experts say asking five key questions can help older Americans save money and ensure proper coverage.

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...

Thursday was orientation at the University of South Florida, a sea of rising freshmen and their families, and somehow no one ...

An annuity can provide a steady and reliable stream of income in your retirement years. The three common types have varying rules, benefits, and drawbacks.

Traditional wills alone often fall short when protecting substantial assets and ensuring a smooth transfer to future ...

For many people, their biggest stash of savings is hidden away in tax-advantaged retirement plans, such as an IRA or 401(k).

Thinking about buying an annuity for retirement? Learn how with this complete guide covering types, benefits, risks, and ...

Tax-free (Roth IRA, Roth 401 (k), certain life insurance strategies) The key is knowing when and how much to pull from each bucket to keep your taxes low — not just this year, but across your ...

The legislation amends IRS code to “exclude debt held by certain insurance companies from capital assets and to extend capital loss carryovers for such companies from 5 years to 10 years.” ...

Tax Relief and Resolution: 5 Ways to Deal With Tax Debt If you're behind on taxes or finding it hard to keep up with your IRS payments, here are five tax relief options that could help.