Lifetime Income From a 401(k)? You May Want to Think Again
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to discuss 401(k) participants’ interest in a lifetime income feature to their plans. They talk about what that might look like, the fiduciary concerns, and if it is even a good option for the investors.
What a Relief! Congress Acts Against Surprise Medical Bills
The difference between an out-of-network provider’s normal charges for a service and a lower rate reimbursed by insurance can be significant. Congress is helping in emergency situations.
Usage-Based Auto Insurance Might Provide Savings
Like everything else, the pandemic greatly impacted driving habits. In fact, there was a 55% decrease in the average number of miles driven in 2020. We look closer at usage-based auto insurance policies.
Medicare Open Enrollment for 2022 Begins October 15
Medicare open enrollment begins Oct 15! Determining what coverage you have now and comparing it to other Medicare plans can be confusing. Here is what you need to know about Open Enrollment.
Is a High-Deductible Health Plan Right for You?
While preferred provider organization health insurance is most common, high deductible health plans are gaining popularity. We explain how to compare the two.
Life Insurance Policies Are Being Sold to Private-Equity Firms
Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.
4 Reasons to Review Your Life Insurance Needs
When your life circumstances change, you have a fresh opportunity to make sure the people you love are protected through life insurance.
Insuring Your Vacation Home
Most homeowners insurance policies provide limited coverage for personal property at an additional residence. However, if your coverage needs for your vacation home exceed this amount, you’re going to want to fill this gap by purchasing a policy that will cover your vacation home in its entirety.
Women and Asset Protection: How Insurance Can Help
Every day, women face a variety of risks to their life, their health, and their property. Although you can’t eliminate many of these risks, you can take steps to guard against resulting financial losses. Insurance is the primary way to provide needed protection.
Should You Self-Insure Your Business?
As a business owner, you need to manage the cost of your insurance by striking a balance between self-insurance and transferring the risk to an insurance company. We explore your options.