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Washington, Wyoming Finalize Best Interest Annuity Standards
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Washington and Wyoming became the 35th and 36th states to sign off on changes mandating a best interest standard for annuity sales and recommendations that were modeled from a 2020 template by the National Association of Insurance Commissioners.
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SEC bars another advisor involved in church scam
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Scams involving members of a group such as a church, known as affinity frauds, pose perils for investors, one attorney notes.
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The VSED Handbook
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This 84-page handbook provides practical insights into the different stages of the VSED process, including its challenges and unexpected benefits.
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Many Americans relying on insurance they haven’t bought to pay for old-age care
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Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
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If Loneliness Is an Epidemic, How Do We Treat It
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Declaring loneliness an epidemic first requires an understanding of what loneliness is and how it works in the brain.
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Which State Has the Wealthiest 1%
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Currently, the top 1% of families hold over a third of the total wealth in the U.S. according to a Congressional Budget Office report from 2022. The bottom 50% of households, meanwhile, control just 2% of total wealth.
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Booklet : Charitable Giving
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This booklet is a conversation about charitable giving. We believe people should give to causes important to them, not what is important to others.
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Booklet : Estate Planning
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This booklet is a conversation about estate planning. A talk about what issues to consider.
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Booklet: Financial Planning
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This booklet is a conversation about financial planning. It is not intended to be a plan for you, but a look at what is meant by financial planning.
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Workbook : It's Your Estate - Fall 2023
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This Workbook is designed to be a companion to the It’s Your Estate (IYE) series presented by Financial and Estate Literacy. During the IYE sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your attorney.
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